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 | $95,251 | $89,355+6.6% | $141,162-32.5% | $72,985+30.5% |
| Participation rate | 96.6% | 75.1%+21.4pp | 82.5%+14.1pp | 69.5%+27.1pp |
| Annual return | -0.26% | 111.85%-112.1pp | 71.39%-71.7pp | 81.00%-81.3pp |
| Employer contribution / active EE | $15,004 | $3,114+381.8% | $4,735+216.9% | $2,440+514.9% |
| Participant deferral / active EE | $6,944 | $5,418+28.2% | $6,709+3.5% | $3,607+92.5% |
| Admin fee / account holder | $9,599 | $5,958+61.1% | $10,261-6.5% | $5,124+87.3% |