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 | $125,833 | $77,634+62.1% | $156,549-19.6% | $62,891+100.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.09% | 50.32%-50.4pp | 32.23%-32.3pp | 20.14%-20.2pp |
| Employer contribution / active EE | $6,291 | $3,444+82.7% | $5,501+14.3% | $2,281+175.8% |
| Participant deferral / active EE | $5,133 | $3,045+68.5% | $4,871+5.4% | $3,203+60.3% |
| Admin fee / account holder | $791 | $5,561-85.8% | $13,027-93.9% | $4,296-81.6% |