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 | $132,035 | $57,354+130.2% | $83,848+57.5% | $64,186+105.7% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | -9.36% | 11.38%-20.7pp | 850.88%-860.2pp | 7.63%-17.0pp |
| Employer contribution / active EE | $4,179 | $2,545+64.2% | $3,631+15.1% | $2,381+75.5% |
| Participant deferral / active EE | $7,168 | $2,993+139.5% | $4,082+75.6% | $3,470+106.6% |
| Admin fee / account holder | $2,671 | $4,046-34.0% | $5,478-51.2% | $4,888-45.4% |