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 | $178,949 | $76,000+135.5% | $154,107+16.1% | $64,186+178.8% |
| Participation rate | 96.3% | 70.4%+25.9pp | 83.0%+13.3pp | 69.6%+26.7pp |
| Annual return | -8.19% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $5,186 | $3,351+54.8% | $5,298-2.1% | $2,381+117.8% |
| Participant deferral / active EE | $8,677 | $3,175+173.3% | $5,081+70.8% | $3,470+150.1% |
| Admin fee / account holder | $4,819 | $5,596-13.9% | $13,411-64.1% | $4,888-1.4% |