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 | $135,040 | $50,958+165.0% | $74,550+81.1% | $64,186+110.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -11.36% | -1.86%-9.5pp | 32.53%-43.9pp | 7.63%-19.0pp |
| Employer contribution / active EE | $2,538 | $1,115+127.6% | $1,961+29.5% | $2,381+6.6% |
| Participant deferral / active EE | $3,526 | $2,301+53.2% | $3,108+13.4% | $3,470+1.6% |
| Admin fee / account holder | $5,509 | $4,223+30.5% | $5,060+8.9% | $4,888+12.7% |