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 | $149,465 | $76,000+96.7% | $154,107-3.0% | $64,186+132.9% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.5pp |
| Annual return | -8.09% | 30.32%-38.4pp | 735.12%-743.2pp | 7.63%-15.7pp |
| Employer contribution / active EE | $25,807 | $3,351+670.2% | $5,298+387.1% | $2,381+983.9% |
| Participant deferral / active EE | $13,946 | $3,175+339.2% | $5,081+174.5% | $3,470+302.0% |
| Admin fee / account holder | $7,656 | $5,596+36.8% | $13,411-42.9% | $4,888+56.6% |