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 | $104,043 | $63,764+63.2% | $81,930+27.0% | $79,858+30.3% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | -7.93% | 22.66%-30.6pp | 29.49%-37.4pp | 31.71%-39.6pp |
| Employer contribution / active EE | $3,797 | $1,795+111.5% | $4,310-11.9% | $2,471+53.7% |
| Participant deferral / active EE | $4,959 | $2,780+78.4% | $7,107-30.2% | $3,740+32.6% |
| Admin fee / account holder | $1,015 | $4,426-77.1% | $5,158-80.3% | $5,306-80.9% |