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 | $227,581 | $98,750+130.5% | $149,696+52.0% | $79,858+185.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | -3.99% | 27.43%-31.4pp | 276.60%-280.6pp | 31.71%-35.7pp |
| Employer contribution / active EE | $2,831 | $3,216-12.0% | $4,644-39.0% | $2,471+14.6% |
| Participant deferral / active EE | $7,964 | $5,680+40.2% | $6,842+16.4% | $3,740+112.9% |
| Admin fee / account holder | $3,842 | $6,053-36.5% | $9,309-58.7% | $5,306-27.6% |