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 | $103,133 | $57,108+80.6% | $94,224+9.5% | $52,331+97.1% |
| Participation rate | 92.2% | 72.9%+19.3pp | 78.8%+13.5pp | 68.1%+24.1pp |
| Annual return | -1.97% | 1.47%-3.4pp | 10.68%-12.7pp | 4.54%-6.5pp |
| Employer contribution / active EE | $7,209 | $1,735+315.4% | $3,587+101.0% | $1,882+283.1% |
| Participant deferral / active EE | $5,740 | $3,040+88.8% | $4,320+32.9% | $3,022+89.9% |
| Admin fee / account holder | $3,846 | $546+603.8% | $6,269-38.6% | $592+550.1% |