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 | $155,829 | $82,032+90.0% | $123,104+26.6% | $59,632+161.3% |
| Participation rate | 96.6% | 83.2%+13.4pp | 86.8%+9.8pp | 68.7%+27.9pp |
| Annual return | -3.61% | 5.12%-8.7pp | 13.22%-16.8pp | 2041.28%-2044.9pp |
| Employer contribution / active EE | $17,089 | $3,297+418.4% | $5,151+231.7% | $2,203+675.9% |
| Participant deferral / active EE | $15,691 | $4,667+236.2% | $6,230+151.9% | $3,192+391.6% |
| Admin fee / account holder | $5,327 | $5,881-9.4% | $9,015-40.9% | $4,297+24.0% |