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 | $151,392 | $57,354+164.0% | $83,848+80.6% | $64,186+135.9% |
| Participation rate | 97.1% | 68.6%+28.5pp | 76.1%+21.0pp | 69.6%+27.6pp |
| Annual return | -8.63% | 11.38%-20.0pp | 850.88%-859.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $6,386 | $2,545+150.9% | $3,631+75.9% | $2,381+168.2% |
| Participant deferral / active EE | $5,940 | $2,993+98.5% | $4,082+45.5% | $3,470+71.2% |
| Admin fee / account holder | $7,484 | $4,046+85.0% | $5,478+36.6% | $4,888+53.1% |