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 | $209,000 | $91,538+128.3% | $129,995+60.8% | $75,163+178.1% |
| Participation rate | 95.2% | 71.4%+23.8pp | 78.5%+16.8pp | 67.2%+28.0pp |
| Annual return | 10.51% | -631.11%+641.6pp | -137.18%+147.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $2,972 | $2,845+4.5% | $4,320-31.2% | $2,670+11.3% |
| Participant deferral / active EE | $6,856 | $4,341+57.9% | $5,820+17.8% | $4,125+66.2% |
| Admin fee / account holder | $14,748 | $6,790+117.2% | $10,614+38.9% | $5,651+161.0% |