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 | $153,588 | $113,935+34.8% | $94,224+63.0% | $125,391+22.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -4.20% | 5.29%-9.5pp | 10.68%-14.9pp | 282.22%-286.4pp |
| Employer contribution / active EE | $7,579 | $4,727+60.3% | $3,587+111.3% | $4,866+55.8% |
| Participant deferral / active EE | $9,662 | $5,179+86.6% | $4,320+123.6% | $5,352+80.5% |
| Admin fee / account holder | $2,479 | $8,391-70.5% | $6,269-60.5% | $9,540-74.0% |