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 6-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 | $176,272 | $81,460+116.4% | $103,333+70.6% | $80,856+118.0% |
| Participation rate | 96.6% | 66.8%+29.7pp | 74.5%+22.0pp | 67.6%+28.9pp |
| Annual return | -13.28% | 25.55%-38.8pp | 24.88%-38.2pp | 35.59%-48.9pp |
| Employer contribution / active EE | $11,166 | $3,105+259.6% | $3,868+188.7% | $2,755+305.3% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $2,323 | $6,566-64.6% | $8,355-72.2% | $6,918-66.4% |