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 | $134,061 | $61,660+117.4% | $80,019+67.5% | $64,186+108.9% |
| Participation rate | 97.1% | 71.7%+25.4pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | -7.98% | -0.33%-7.6pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,521 | $1,810+39.2% | $2,468+2.1% | $2,381+5.9% |
| Participant deferral / active EE | $4,257 | $2,968+43.5% | $3,686+15.5% | $3,470+22.7% |
| Admin fee / account holder | $7,722 | $5,417+42.5% | $6,521+18.4% | $4,888+58.0% |