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 | $127,638 | $54,726+133.2% | $68,793+85.5% | $64,186+98.9% |
| Participation rate | 94.3% | 68.0%+26.3pp | 72.2%+22.1pp | 69.6%+24.7pp |
| Annual return | -7.97% | -1.62%-6.4pp | -4.63%-3.3pp | 7.63%-15.6pp |
| Employer contribution / active EE | $4,581 | $1,846+148.2% | $2,625+74.5% | $2,381+92.4% |
| Participant deferral / active EE | $10,249 | $2,626+290.2% | $3,311+209.5% | $3,470+195.4% |
| Admin fee / account holder | $2,469 | $4,027-38.7% | $5,131-51.9% | $4,888-49.5% |