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 | $137,673 | $94,529+45.6% | $140,016-1.7% | $64,186+114.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -9.11% | 7.77%-16.9pp | 651.12%-660.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $4,683 | $3,812+22.8% | $5,606-16.5% | $2,381+96.7% |
| Participant deferral / active EE | $4,384 | $5,250-16.5% | $6,927-36.7% | $3,470+26.4% |
| Admin fee / account holder | $4,529 | $6,741-32.8% | $10,705-57.7% | $4,888-7.4% |