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 | $85,055 | $59,839+42.1% | $81,983+3.7% | $79,858+6.5% |
| Participation rate | 90.9% | 61.6%+29.3pp | 69.2%+21.7pp | 69.6%+21.3pp |
| Annual return | -9.63% | 17.56%-27.2pp | 41.31%-50.9pp | 31.71%-41.3pp |
| Employer contribution / active EE | $3,617 | $1,713+111.1% | $2,498+44.8% | $2,471+46.4% |
| Participant deferral / active EE | $7,371 | $2,695+173.5% | $3,722+98.0% | $3,740+97.1% |
| Admin fee / account holder | $4,212 | $4,287-1.7% | $5,664-25.6% | $5,306-20.6% |