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 | $140,810 | $72,177+95.1% | $115,037+22.4% | $59,632+136.1% |
| Participation rate | 89.7% | 72.6%+17.1pp | 81.4%+8.3pp | 68.7%+21.0pp |
| Annual return | -2.60% | 12.02%-14.6pp | 26.14%-28.7pp | 2041.28%-2043.9pp |
| Employer contribution / active EE | $2,564 | $2,841-9.7% | $4,608-44.3% | $2,203+16.4% |
| Participant deferral / active EE | $5,084 | $4,783+6.3% | $6,026-15.6% | $3,192+59.3% |
| Admin fee / account holder | $2,558 | $4,927-48.1% | $8,175-68.7% | $4,297-40.5% |