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 | $138,688 | $86,929+59.5% | $102,423+35.4% | $80,856+71.5% |
| Participation rate | 82.9% | 72.4%+10.5pp | 76.5%+6.4pp | 67.6%+15.2pp |
| Annual return | -2.59% | 18.88%-21.5pp | 29.32%-31.9pp | 35.59%-38.2pp |
| Employer contribution / active EE | $3,055 | $2,369+28.9% | $3,023+1.1% | $2,755+10.9% |
| Participant deferral / active EE | $2,916 | $4,118-29.2% | $5,053-42.3% | $4,296-32.1% |
| Admin fee / account holder | $15,175 | $8,049+88.5% | $9,451+60.6% | $6,918+119.4% |