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 | $130,710 | $77,634+68.4% | $156,549-16.5% | $62,891+107.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -1.36% | 50.32%-51.7pp | 32.23%-33.6pp | 20.14%-21.5pp |
| Employer contribution / active EE | $5,186 | $3,444+50.6% | $5,501-5.7% | $2,281+127.4% |
| Participant deferral / active EE | $6,625 | $3,045+117.5% | $4,871+36.0% | $3,203+106.8% |
| Admin fee / account holder | $3,966 | $5,561-28.7% | $13,027-69.6% | $4,296-7.7% |