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 | $120,441 | $56,897+111.7% | $84,750+42.1% | $62,891+91.5% |
| Participation rate | 89.4% | 68.5%+20.9pp | 76.6%+12.8pp | 69.3%+20.1pp |
| Annual return | -9.49% | 6.30%-15.8pp | 22.78%-32.3pp | 20.14%-29.6pp |
| Employer contribution / active EE | $7,139 | $2,400+197.5% | $3,574+99.7% | $2,281+213.0% |
| Participant deferral / active EE | $2,829 | $2,709+4.4% | $3,712-23.8% | $3,203-11.7% |
| Admin fee / account holder | $6,043 | $3,581+68.8% | $5,332+13.3% | $4,296+40.7% |