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 | $108,485 | $71,883+50.9% | $86,677+25.2% | $68,494+58.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.16% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $3,172 | $2,173+46.0% | $2,836+11.8% | $2,596+22.2% |
| Participant deferral / active EE | $10,201 | $3,779+170.0% | $4,656+119.1% | $4,027+153.3% |
| Admin fee / account holder | $9,557 | $6,112+56.4% | $7,493+27.5% | $5,403+76.9% |