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 | $151,683 | $93,571+62.1% | $135,903+11.6% | $75,163+101.8% |
| Participation rate | 95.2% | 75.2%+20.1pp | 81.9%+13.3pp | 67.2%+28.0pp |
| Annual return | -8.00% | 30.90%-38.9pp | 68.23%-76.2pp | 160.62%-168.6pp |
| Employer contribution / active EE | $9,075 | $3,537+156.6% | $4,856+86.9% | $2,670+239.9% |
| Participant deferral / active EE | $0 | $6,404-100.0% | $7,758-100.0% | $4,125-100.0% |
| Admin fee / account holder | $5,292 | $6,975-24.1% | $10,762-50.8% | $5,651-6.4% |