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 | $103,497 | $53,596+93.1% | $90,645+14.2% | $64,186+61.2% |
| Participation rate | 98.1% | 64.5%+33.6pp | 74.0%+24.1pp | 69.6%+28.5pp |
| Annual return | -10.21% | 4.41%-14.6pp | 1.88%-12.1pp | 7.63%-17.8pp |
| Employer contribution / active EE | $8,745 | $1,503+481.9% | $2,532+245.4% | $2,381+267.3% |
| Participant deferral / active EE | $4,171 | $2,459+69.7% | $3,425+21.8% | $3,470+20.2% |
| Admin fee / account holder | $5,530 | $3,868+43.0% | $4,994+10.7% | $4,888+13.1% |