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 | $141,385 | $94,529+49.6% | $140,016+1.0% | $64,186+120.3% |
| Participation rate | 96.6% | 84.1%+12.5pp | 87.5%+9.1pp | 69.6%+27.0pp |
| Annual return | -7.74% | 7.77%-15.5pp | 651.12%-658.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $6,676 | $3,812+75.1% | $5,606+19.1% | $2,381+180.4% |
| Participant deferral / active EE | $12,465 | $5,250+137.4% | $6,927+79.9% | $3,470+259.3% |
| Admin fee / account holder | $340 | $6,741-95.0% | $10,705-96.8% | $4,888-93.1% |