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 | $151,305 | $71,883+110.5% | $86,677+74.6% | $68,494+120.9% |
| Participation rate | 80.4% | 72.2%+8.2pp | 76.6%+3.9pp | 67.9%+12.5pp |
| Annual return | -18.89% | 3.52%-22.4pp | 35.91%-54.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,805 | $2,173-16.9% | $2,836-36.4% | $2,596-30.5% |
| Participant deferral / active EE | $7,367 | $3,779+95.0% | $4,656+58.2% | $4,027+82.9% |
| Admin fee / account holder | $4,105 | $6,112-32.8% | $7,493-45.2% | $5,403-24.0% |