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 | $121,134 | $82,032+47.7% | $123,104-1.6% | $59,632+103.1% |
| Participation rate | 90.1% | 83.2%+6.9pp | 86.8%+3.3pp | 68.7%+21.5pp |
| Annual return | -2.65% | 5.12%-7.8pp | 13.22%-15.9pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $14,182 | $3,297+330.2% | $5,151+175.3% | $2,203+543.9% |
| Participant deferral / active EE | $15,315 | $4,667+228.2% | $6,230+145.8% | $3,192+379.9% |
| Admin fee / account holder | $5,142 | $5,881-12.6% | $9,015-43.0% | $4,297+19.7% |