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 | $195,356 | $81,248+140.4% | $155,509+25.6% | $80,856+141.6% |
| Participation rate | 76.7% | 66.2%+10.4pp | 78.2%-1.5pp | 67.6%+9.0pp |
| Annual return | -10.30% | 33.31%-43.6pp | 64.67%-75.0pp | 35.59%-45.9pp |
| Employer contribution / active EE | $6,930 | $3,100+123.5% | $4,672+48.3% | $2,755+151.6% |
| Participant deferral / active EE | $5,668 | $3,452+64.2% | $5,626+0.8% | $4,296+32.0% |
| Admin fee / account holder | $5,646 | $7,997-29.4% | $15,912-64.5% | $6,918-18.4% |