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 | $146,074 | $90,503+61.4% | $78,689+85.6% | $273,961-46.7% |
| Participation rate | 94.4% | 76.5%+17.9pp | 73.6%+20.9pp | 83.0%+11.4pp |
| Annual return | -0.94% | 75.60%-76.5pp | 62.18%-63.1pp | 41.45%-42.4pp |
| Employer contribution / active EE | $9,134 | $3,176+187.6% | $2,851+220.4% | $4,869+87.6% |
| Participant deferral / active EE | $3,332 | $3,901-14.6% | $3,517-5.2% | $5,287-37.0% |
| Admin fee / account holder | $35,689 | $5,263+578.1% | $4,510+691.3% | $10,132+252.2% |