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 | $133,925 | $71,050+88.5% | $93,606+43.1% | $80,856+65.6% |
| Participation rate | 89.2% | 60.4%+28.8pp | 68.7%+20.5pp | 67.6%+21.6pp |
| Annual return | 3.61% | 11.26%-7.7pp | 133.20%-129.6pp | 35.59%-32.0pp |
| Employer contribution / active EE | $4,730 | $1,564+202.5% | $2,420+95.5% | $2,755+71.7% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,411-100.0% | $4,296-100.0% |
| Admin fee / account holder | $997 | $6,945-85.6% | $8,285-88.0% | $6,918-85.6% |