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 | $100,052 | $76,000+31.6% | $154,107-35.1% | $64,186+55.9% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -9.73% | 30.32%-40.1pp | 735.12%-744.9pp | 7.63%-17.4pp |
| Employer contribution / active EE | $7,431 | $3,351+121.8% | $5,298+40.3% | $2,381+212.1% |
| Participant deferral / active EE | $3,339 | $3,175+5.2% | $5,081-34.3% | $3,470-3.8% |
| Admin fee / account holder | $5,190 | $5,596-7.3% | $13,411-61.3% | $4,888+6.2% |