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 | $144,542 | $88,042+64.2% | $138,135+4.6% | $79,858+81.0% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | -1.85% | 20.58%-22.4pp | 20.51%-22.4pp | 31.71%-33.6pp |
| Employer contribution / active EE | $4,387 | $3,103+41.4% | $5,587-21.5% | $2,471+77.5% |
| Participant deferral / active EE | $0 | $4,704-100.0% | $6,431-100.0% | $3,740-100.0% |
| Admin fee / account holder | $752 | $7,791-90.4% | $11,856-93.7% | $5,306-85.8% |