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 | $127,615 | $71,480+78.5% | $90,782+40.6% | $64,186+98.8% |
| Participation rate | 95.1% | 77.6%+17.6pp | 82.7%+12.5pp | 69.6%+25.6pp |
| Annual return | -10.06% | -4.25%-5.8pp | -3.42%-6.6pp | 7.63%-17.7pp |
| Employer contribution / active EE | $7,553 | $3,415+121.2% | $4,105+84.0% | $2,381+217.2% |
| Participant deferral / active EE | $5,576 | $4,302+29.6% | $5,366+3.9% | $3,470+60.7% |
| Admin fee / account holder | $3,369 | $6,309-46.6% | $5,908-43.0% | $4,888-31.1% |