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 | $113,748 | $64,707+75.8% | $112,228+1.4% | $68,494+66.1% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -20.72% | -11.40%-9.3pp | 27.45%-48.2pp | -7.84%-12.9pp |
| Employer contribution / active EE | $3,968 | $2,746+44.5% | $3,635+9.2% | $2,596+52.8% |
| Participant deferral / active EE | $6,586 | $3,565+84.7% | $4,728+39.3% | $4,027+63.5% |
| Admin fee / account holder | $12,163 | $5,232+132.5% | $6,410+89.8% | $5,403+125.1% |