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 | $213,143 | $109,359+94.9% | $162,163+31.4% | $72,985+192.0% |
| Participation rate | 93.5% | 84.3%+9.3pp | 87.6%+6.0pp | 69.5%+24.1pp |
| Annual return | -8.69% | 25.46%-34.1pp | 115.59%-124.3pp | 81.00%-89.7pp |
| Employer contribution / active EE | $10,687 | $3,907+173.5% | $5,614+90.4% | $2,440+338.0% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,298-100.0% | $3,607-100.0% |
| Admin fee / account holder | $6,106 | $7,972-23.4% | $10,843-43.7% | $5,124+19.1% |