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 | $167,712 | $175,600-4.5% | $129,110+29.9% | $134,475+24.7% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.3%+8.5pp | 81.2%+4.5pp |
| Annual return | -20.67% | -11.39%-9.3pp | -10.94%-9.7pp | 417.96%-438.6pp |
| Employer contribution / active EE | $21,723 | $6,355+241.8% | $5,052+330.0% | $4,740+358.3% |
| Participant deferral / active EE | $10,373 | $7,975+30.1% | $6,542+58.6% | $6,400+62.1% |
| Admin fee / account holder | $24,153 | $23,567+2.5% | $14,302+68.9% | $11,426+111.4% |