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 | $88,809 | $76,000+16.9% | $154,107-42.4% | $64,186+38.4% |
| Participation rate | 97.0% | 70.4%+26.6pp | 83.0%+13.9pp | 69.6%+27.4pp |
| Annual return | -12.43% | 30.32%-42.8pp | 735.12%-747.6pp | 7.63%-20.1pp |
| Employer contribution / active EE | $4,829 | $3,351+44.1% | $5,298-8.8% | $2,381+102.8% |
| Participant deferral / active EE | $4,513 | $3,175+42.1% | $5,081-11.2% | $3,470+30.1% |
| Admin fee / account holder | $6,027 | $5,596+7.7% | $13,411-55.1% | $4,888+23.3% |