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 | $181,960 | $77,813+133.8% | $123,544+47.3% | $64,186+183.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -10.35% | 12.48%-22.8pp | 119.20%-129.5pp | 7.63%-18.0pp |
| Employer contribution / active EE | $5,895 | $3,014+95.6% | $4,628+27.4% | $2,381+147.6% |
| Participant deferral / active EE | $6,043 | $5,240+15.3% | $6,426-6.0% | $3,470+74.2% |
| Admin fee / account holder | $1,898 | $5,519-65.6% | $9,284-79.6% | $4,888-61.2% |