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 | $125,419 | $54,350+130.8% | $82,719+51.6% | $68,494+83.1% |
| Participation rate | 95.9% | 63.9%+32.0pp | 72.6%+23.4pp | 67.9%+28.0pp |
| Annual return | -20.31% | -13.67%-6.6pp | 701.18%-721.5pp | -7.84%-12.5pp |
| Employer contribution / active EE | $5,015 | $2,218+126.1% | $3,009+66.7% | $2,596+93.2% |
| Participant deferral / active EE | $10,621 | $3,246+227.2% | $4,395+141.7% | $4,027+163.7% |
| Admin fee / account holder | $2,427 | $4,395-44.8% | $5,329-54.5% | $5,403-55.1% |