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 | $121,624 | $61,660+97.3% | $80,019+52.0% | $64,186+89.5% |
| Participation rate | 81.3% | 71.7%+9.6pp | 75.8%+5.4pp | 69.6%+11.7pp |
| Annual return | -27.73% | -0.33%-27.4pp | 11.22%-38.9pp | 7.63%-35.4pp |
| Employer contribution / active EE | $2,662 | $1,810+47.0% | $2,468+7.9% | $2,381+11.8% |
| Participant deferral / active EE | $5,393 | $2,968+81.7% | $3,686+46.3% | $3,470+55.4% |
| Admin fee / account holder | $1,269 | $5,417-76.6% | $6,521-80.5% | $4,888-74.0% |