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 | $112,971 | $59,186+90.9% | $76,768+47.2% | $56,287+100.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 77.0%+23.0pp | 69.9%+30.1pp |
| Annual return | -6.72% | 6.62%-13.3pp | 2.43%-9.2pp | -9.96%+3.2pp |
| Employer contribution / active EE | $7,375 | $1,759+319.4% | $2,485+196.8% | $2,111+249.4% |
| Participant deferral / active EE | $5,954 | $3,255+82.9% | $3,852+54.6% | $3,350+77.7% |
| Admin fee / account holder | $3,958 | $489+709.2% | $6,675-40.7% | $521+659.7% |