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 | $127,743 | $54,229+135.6% | $70,092+82.3% | $68,494+86.5% |
| Participation rate | 82.6% | 64.5%+18.1pp | 70.5%+12.1pp | 67.9%+14.7pp |
| Annual return | -21.51% | -13.87%-7.6pp | 190.73%-212.2pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,827 | $2,018+40.1% | $2,559+10.5% | $2,596+8.9% |
| Participant deferral / active EE | $8,828 | $2,956+198.7% | $3,849+129.4% | $4,027+119.2% |
| Admin fee / account holder | $3,199 | $4,694-31.9% | $6,267-48.9% | $5,403-40.8% |