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 7-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 | $102,440 | $75,828+35.1% | $147,614-30.6% | $59,632+71.8% |
| Participation rate | 94.0% | 71.6%+22.5pp | 84.6%+9.4pp | 68.7%+25.4pp |
| Annual return | -2.76% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.28%-2044.0pp |
| Employer contribution / active EE | $2,040 | $3,485-41.5% | $5,564-63.3% | $2,203-7.4% |
| Participant deferral / active EE | $4,300 | $3,130+37.4% | $4,895-12.2% | $3,192+34.7% |
| Admin fee / account holder | $4,801 | $5,985-19.8% | $11,611-58.6% | $4,297+11.7% |