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 | $152,178 | $64,707+135.2% | $112,228+35.6% | $68,494+122.2% |
| Participation rate | 81.5% | 67.2%+14.3pp | 75.1%+6.4pp | 67.9%+13.6pp |
| Annual return | -19.91% | -11.40%-8.5pp | 27.45%-47.4pp | -7.84%-12.1pp |
| Employer contribution / active EE | $7,055 | $2,746+156.9% | $3,635+94.1% | $2,596+171.7% |
| Participant deferral / active EE | $6,189 | $3,565+73.6% | $4,728+30.9% | $4,027+53.7% |
| Admin fee / account holder | $6,448 | $5,232+23.2% | $6,410+0.6% | $5,403+19.3% |