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 | $163,494 | $93,346+75.1% | $71,796+127.7% | $273,961-40.3% |
| Participation rate | 92.9% | 76.5%+16.3pp | 69.1%+23.7pp | 83.0%+9.8pp |
| Annual return | -6.24% | 130.39%-136.6pp | 78.04%-84.3pp | 41.45%-47.7pp |
| Employer contribution / active EE | $13,185 | $2,733+382.4% | $1,924+585.2% | $4,869+170.8% |
| Participant deferral / active EE | $13,808 | $3,475+297.3% | $2,794+394.1% | $5,287+161.2% |
| Admin fee / account holder | $1,374 | $6,571-79.1% | $4,815-71.5% | $10,132-86.4% |