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 | $149,762 | $73,981+102.4% | $105,722+41.7% | $62,891+138.1% |
| Participation rate | 97.9% | 71.7%+26.2pp | 78.9%+19.0pp | 69.3%+28.6pp |
| Annual return | -11.00% | 17.60%-28.6pp | 12.25%-23.2pp | 20.14%-31.1pp |
| Employer contribution / active EE | $13,233 | $2,856+363.3% | $4,079+224.4% | $2,281+480.2% |
| Participant deferral / active EE | $0 | $4,038-100.0% | $5,326-100.0% | $3,203-100.0% |
| Admin fee / account holder | $8,092 | $5,976+35.4% | $8,308-2.6% | $4,296+88.4% |