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 | $153,120 | $77,813+96.8% | $123,544+23.9% | $64,186+138.6% |
| Participation rate | 96.3% | 74.7%+21.6pp | 82.3%+14.0pp | 69.6%+26.7pp |
| Annual return | -9.14% | 12.48%-21.6pp | 119.20%-128.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $3,719 | $3,014+23.4% | $4,628-19.6% | $2,381+56.2% |
| Participant deferral / active EE | $7,414 | $5,240+41.5% | $6,426+15.4% | $3,470+113.7% |
| Admin fee / account holder | $2,592 | $5,519-53.0% | $9,284-72.1% | $4,888-47.0% |