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 | $134,314 | $61,774+117.4% | $97,226+38.1% | $80,856+66.1% |
| Participation rate | 71.4% | 63.5%+7.9pp | 72.7%-1.3pp | 67.6%+3.8pp |
| Annual return | 8.55% | -557.90%+566.5pp | 75.13%-66.6pp | 35.59%-27.0pp |
| Employer contribution / active EE | $1,802 | $1,837-1.9% | $2,729-34.0% | $2,755-34.6% |
| Participant deferral / active EE | $4,949 | $3,029+63.4% | $4,264+16.1% | $4,296+15.2% |
| Admin fee / account holder | $64,264 | $5,166+1143.9% | $5,654+1036.7% | $6,918+829.0% |