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 | $125,754 | $65,365+92.4% | $92,893+35.4% | $72,985+72.3% |
| Participation rate | 83.9% | 68.3%+15.6pp | 76.0%+7.9pp | 69.5%+14.4pp |
| Annual return | 0.97% | 42.10%-41.1pp | 109.41%-108.4pp | 81.00%-80.0pp |
| Employer contribution / active EE | $1,091 | $2,594-58.0% | $3,653-70.1% | $2,440-55.3% |
| Participant deferral / active EE | $2,266 | $3,128-27.6% | $4,236-46.5% | $3,607-37.2% |
| Admin fee / account holder | $7,316 | $4,251+72.1% | $5,794+26.3% | $5,124+42.8% |