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 | $229,978 | $77,813+195.6% | $123,544+86.2% | $64,186+258.3% |
| Participation rate | 93.9% | 74.7%+19.2pp | 82.3%+11.6pp | 69.6%+24.4pp |
| Annual return | -8.17% | 12.48%-20.7pp | 119.20%-127.4pp | 7.63%-15.8pp |
| Employer contribution / active EE | $4,795 | $3,014+59.1% | $4,628+3.6% | $2,381+101.4% |
| Participant deferral / active EE | $9,326 | $5,240+78.0% | $6,426+45.1% | $3,470+168.8% |
| Admin fee / account holder | $8,105 | $5,519+46.9% | $9,284-12.7% | $4,888+65.8% |