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 | $150,035 | $94,529+58.7% | $140,016+7.2% | $64,186+133.8% |
| Participation rate | 85.4% | 84.1%+1.3pp | 87.5%-2.1pp | 69.6%+15.8pp |
| Annual return | -7.42% | 7.77%-15.2pp | 651.12%-658.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,472 | $3,812-8.9% | $5,606-38.1% | $2,381+45.8% |
| Participant deferral / active EE | $6,781 | $5,250+29.2% | $6,927-2.1% | $3,470+95.5% |
| Admin fee / account holder | $8,500 | $6,741+26.1% | $10,705-20.6% | $4,888+73.9% |