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 | $113,131 | $78,422+44.3% | $95,952+17.9% | $79,858+41.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | -3.98% | 19.37%-23.4pp | 91.61%-95.6pp | 31.71%-35.7pp |
| Employer contribution / active EE | $3,341 | $1,945+71.8% | $2,541+31.5% | $2,471+35.2% |
| Participant deferral / active EE | $8,483 | $3,440+146.6% | $4,167+103.6% | $3,740+126.8% |
| Admin fee / account holder | $16,149 | $5,622+187.2% | $6,795+137.7% | $5,306+204.3% |