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 | $150,646 | $71,883+109.6% | $86,677+73.8% | $68,494+119.9% |
| Participation rate | 98.5% | 72.2%+26.3pp | 76.6%+22.0pp | 67.9%+30.6pp |
| Annual return | -18.97% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,217 | $2,173+48.0% | $2,836+13.4% | $2,596+23.9% |
| Participant deferral / active EE | $3,359 | $3,779-11.1% | $4,656-27.8% | $4,027-16.6% |
| Admin fee / account holder | $7,106 | $6,112+16.3% | $7,493-5.2% | $5,403+31.5% |