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 | $138,901 | $77,813+78.5% | $123,544+12.4% | $64,186+116.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.01% | 12.48%-21.5pp | 119.20%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $886 | $3,014-70.6% | $4,628-80.9% | $2,381-62.8% |
| Participant deferral / active EE | $8,539 | $5,240+63.0% | $6,426+32.9% | $3,470+146.1% |
| Admin fee / account holder | $2,291 | $5,519-58.5% | $9,284-75.3% | $4,888-53.1% |