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 | $96,126 | $54,350+76.9% | $82,719+16.2% | $68,494+40.3% |
| Participation rate | 91.7% | 63.9%+27.7pp | 72.6%+19.1pp | 67.9%+23.8pp |
| Annual return | -22.11% | -13.67%-8.4pp | 701.18%-723.3pp | -7.84%-14.3pp |
| Employer contribution / active EE | $4,147 | $2,218+87.0% | $3,009+37.8% | $2,596+59.7% |
| Participant deferral / active EE | $4,427 | $3,246+36.4% | $4,395+0.7% | $4,027+9.9% |
| Admin fee / account holder | $2,249 | $4,395-48.8% | $5,329-57.8% | $5,403-58.4% |