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 | $185,755 | $77,813+138.7% | $123,544+50.4% | $64,186+189.4% |
| Participation rate | 83.7% | 74.7%+9.0pp | 82.3%+1.4pp | 69.6%+14.2pp |
| Annual return | -8.46% | 12.48%-20.9pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,350 | $3,014-55.2% | $4,628-70.8% | $2,381-43.3% |
| Participant deferral / active EE | $11,592 | $5,240+121.2% | $6,426+80.4% | $3,470+234.1% |
| Admin fee / account holder | $20,610 | $5,519+273.5% | $9,284+122.0% | $4,888+321.6% |