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 | $208,555 | $93,571+122.9% | $135,903+53.5% | $75,163+177.5% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | -7.90% | 30.90%-38.8pp | 68.23%-76.1pp | 160.62%-168.5pp |
| Employer contribution / active EE | $7,786 | $3,537+120.1% | $4,856+60.3% | $2,670+191.6% |
| Participant deferral / active EE | $8,074 | $6,404+26.1% | $7,758+4.1% | $4,125+95.7% |
| Admin fee / account holder | $2,675 | $6,975-61.6% | $10,762-75.1% | $5,651-52.7% |