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 | $122,024 | $93,571+30.4% | $135,903-10.2% | $75,163+62.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 1.26% | 30.90%-29.6pp | 68.23%-67.0pp | 160.62%-159.4pp |
| Employer contribution / active EE | $1,667 | $3,537-52.9% | $4,856-65.7% | $2,670-37.6% |
| Participant deferral / active EE | $4,212 | $6,404-34.2% | $7,758-45.7% | $4,125+2.1% |
| Admin fee / account holder | $11,361 | $6,975+62.9% | $10,762+5.6% | $5,651+101.1% |