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 | $125,842 | $71,883+75.1% | $86,677+45.2% | $68,494+83.7% |
| Participation rate | 91.8% | 72.2%+19.6pp | 76.6%+15.3pp | 67.9%+23.9pp |
| Annual return | -24.00% | 3.52%-27.5pp | 35.91%-59.9pp | -7.84%-16.2pp |
| Employer contribution / active EE | $2,989 | $2,173+37.6% | $2,836+5.4% | $2,596+15.1% |
| Participant deferral / active EE | $9,109 | $3,779+141.1% | $4,656+95.7% | $4,027+126.2% |
| Admin fee / account holder | $4,575 | $6,112-25.1% | $7,493-38.9% | $5,403-15.3% |