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 | $145,442 | $73,102+99.0% | $123,544+17.7% | $56,287+158.4% |
| Participation rate | 88.5% | 74.3%+14.1pp | 82.3%+6.2pp | 69.9%+18.6pp |
| Annual return | -8.30% | 3.01%-11.3pp | 119.20%-127.5pp | -9.96%+1.7pp |
| Employer contribution / active EE | $2,822 | $2,977-5.2% | $4,628-39.0% | $2,111+33.7% |
| Participant deferral / active EE | $7,065 | $5,423+30.3% | $6,426+10.0% | $3,350+110.9% |
| Admin fee / account holder | $11,962 | $554+2060.4% | $9,284+28.9% | $521+2196.3% |