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 | $129,774 | $76,552+69.5% | $123,892+4.7% | $62,891+106.3% |
| Participation rate | 96.3% | 73.0%+23.3pp | 81.4%+14.9pp | 69.3%+27.0pp |
| Annual return | -1.77% | 18.68%-20.4pp | 47.52%-49.3pp | 20.14%-21.9pp |
| Employer contribution / active EE | $4,840 | $2,883+67.9% | $4,617+4.8% | $2,281+112.2% |
| Participant deferral / active EE | $7,827 | $4,840+61.7% | $5,984+30.8% | $3,203+144.4% |
| Admin fee / account holder | $8,819 | $4,826+82.8% | $8,357+5.5% | $4,296+105.3% |