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 | $192,377 | $72,277+166.2% | $101,248+90.0% | $79,858+140.9% |
| Participation rate | 96.4% | 68.5%+27.9pp | 75.8%+20.6pp | 69.6%+26.7pp |
| Annual return | -7.30% | 22.30%-29.6pp | 46.47%-53.8pp | 31.71%-39.0pp |
| Employer contribution / active EE | $9,110 | $2,692+238.5% | $3,660+148.9% | $2,471+268.7% |
| Participant deferral / active EE | $4,823 | $3,282+47.0% | $4,370+10.4% | $3,740+29.0% |
| Admin fee / account holder | $4,113 | $4,400-6.5% | $5,945-30.8% | $5,306-22.5% |