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 | $82,905 | $76,000+9.1% | $154,107-46.2% | $64,186+29.2% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | -9.17% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $7,160 | $3,351+113.7% | $5,298+35.2% | $2,381+200.8% |
| Participant deferral / active EE | $4,925 | $3,175+55.1% | $5,081-3.1% | $3,470+41.9% |
| Admin fee / account holder | $876 | $5,596-84.3% | $13,411-93.5% | $4,888-82.1% |