See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,139 | $71,883+152.0% | $86,677+109.0% | $68,494+164.5% |
| Participation rate | 89.7% | 72.2%+17.5pp | 76.6%+13.2pp | 67.9%+21.9pp |
| Annual return | -19.53% | 3.52%-23.1pp | 35.91%-55.4pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,860 | $2,173+31.6% | $2,836+0.8% | $2,596+10.1% |
| Participant deferral / active EE | $8,948 | $3,779+136.8% | $4,656+92.2% | $4,027+122.2% |
| Admin fee / account holder | $19,154 | $6,112+213.4% | $7,493+155.6% | $5,403+254.5% |