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 | $144,674 | $56,897+154.3% | $84,750+70.7% | $62,891+130.0% |
| Participation rate | 96.2% | 68.5%+27.6pp | 76.6%+19.6pp | 69.3%+26.8pp |
| Annual return | -2.93% | 6.30%-9.2pp | 22.78%-25.7pp | 20.14%-23.1pp |
| Employer contribution / active EE | $8,775 | $2,400+265.7% | $3,574+145.5% | $2,281+284.7% |
| Participant deferral / active EE | $4,568 | $2,709+68.6% | $3,712+23.1% | $3,203+42.6% |
| Admin fee / account holder | $20,655 | $3,581+476.8% | $5,332+287.4% | $4,296+380.9% |