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 | $138,667 | $77,634+78.6% | $156,549-11.4% | $62,891+120.5% |
| Participation rate | 85.7% | 71.2%+14.5pp | 84.0%+1.7pp | 69.3%+16.4pp |
| Annual return | -6.28% | 50.32%-56.6pp | 32.23%-38.5pp | 20.14%-26.4pp |
| Employer contribution / active EE | $8,420 | $3,444+144.5% | $5,501+53.1% | $2,281+269.2% |
| Participant deferral / active EE | $5,358 | $3,045+75.9% | $4,871+10.0% | $3,203+67.3% |
| Admin fee / account holder | $12,294 | $5,561+121.1% | $13,027-5.6% | $4,296+186.2% |