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 | $137,181 | $59,107+132.1% | $86,436+58.7% | $68,494+100.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.12% | -0.23%-20.9pp | 4394.89%-4416.0pp | -7.84%-13.3pp |
| Employer contribution / active EE | $7,541 | $2,519+199.4% | $3,769+100.1% | $2,596+190.5% |
| Participant deferral / active EE | $5,126 | $5,901-13.1% | $6,952-26.3% | $4,027+27.3% |
| Admin fee / account holder | $5,633 | $5,637-0.1% | $6,731-16.3% | $5,403+4.3% |