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 | $139,735 | $77,813+79.6% | $123,544+13.1% | $64,186+117.7% |
| Participation rate | 87.5% | 74.7%+12.8pp | 82.3%+5.2pp | 69.6%+17.9pp |
| Annual return | -10.98% | 12.48%-23.5pp | 119.20%-130.2pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,590 | $3,014-14.1% | $4,628-44.0% | $2,381+8.8% |
| Participant deferral / active EE | $8,353 | $5,240+59.4% | $6,426+30.0% | $3,470+140.7% |
| Admin fee / account holder | $5,838 | $5,519+5.8% | $9,284-37.1% | $4,888+19.4% |