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 | $120,098 | $76,000+58.0% | $154,107-22.1% | $64,186+87.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.97% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $5,397 | $3,351+61.1% | $5,298+1.9% | $2,381+126.7% |
| Participant deferral / active EE | $3,479 | $3,175+9.6% | $5,081-31.5% | $3,470+0.3% |
| Admin fee / account holder | $1,660 | $5,596-70.3% | $13,411-87.6% | $4,888-66.0% |