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 | $140,157 | $62,586+123.9% | $76,768+82.6% | $64,186+118.4% |
| Participation rate | 96.6% | 72.8%+23.7pp | 77.0%+19.6pp | 69.6%+27.0pp |
| Annual return | -7.59% | -1.95%-5.6pp | 2.43%-10.0pp | 7.63%-15.2pp |
| Employer contribution / active EE | $5,895 | $1,832+221.8% | $2,485+137.2% | $2,381+147.6% |
| Participant deferral / active EE | $3,967 | $3,145+26.2% | $3,852+3.0% | $3,470+14.4% |
| Admin fee / account holder | $6,552 | $4,667+40.4% | $6,675-1.8% | $4,888+34.0% |