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 | $152,512 | $64,707+135.7% | $112,228+35.9% | $68,494+122.7% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -21.73% | -11.40%-10.3pp | 27.45%-49.2pp | -7.84%-13.9pp |
| Employer contribution / active EE | $3,343 | $2,746+21.7% | $3,635-8.0% | $2,596+28.8% |
| Participant deferral / active EE | $6,691 | $3,565+87.7% | $4,728+41.5% | $4,027+66.2% |
| Admin fee / account holder | $5,698 | $5,232+8.9% | $6,410-11.1% | $5,403+5.5% |