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 | $176,087 | $83,477+110.9% | $125,175+40.7% | $72,985+141.3% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | -1.63% | 25.78%-27.4pp | 43.79%-45.4pp | 81.00%-82.6pp |
| Employer contribution / active EE | $4,385 | $2,345+87.0% | $3,865+13.4% | $2,440+79.7% |
| Participant deferral / active EE | $4,550 | $3,585+26.9% | $4,937-7.8% | $3,607+26.1% |
| Admin fee / account holder | $2,911 | $5,517-47.2% | $9,702-70.0% | $5,124-43.2% |