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 | $115,902 | $76,000+52.5% | $154,107-24.8% | $64,186+80.6% |
| Participation rate | 87.1% | 70.4%+16.7pp | 83.0%+4.1pp | 69.6%+17.5pp |
| Annual return | -8.81% | 30.32%-39.1pp | 735.12%-743.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $6,449 | $3,351+92.5% | $5,298+21.7% | $2,381+170.9% |
| Participant deferral / active EE | $5,198 | $3,175+63.7% | $5,081+2.3% | $3,470+49.8% |
| Admin fee / account holder | $541 | $5,596-90.3% | $13,411-96.0% | $4,888-88.9% |