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 | $130,067 | $94,529+37.6% | $140,016-7.1% | $64,186+102.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -8.37% | 7.77%-16.1pp | 651.12%-659.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $6,854 | $3,812+79.8% | $5,606+22.3% | $2,381+187.9% |
| Participant deferral / active EE | $5,520 | $5,250+5.1% | $6,927-20.3% | $3,470+59.1% |
| Admin fee / account holder | $2,011 | $6,741-70.2% | $10,705-81.2% | $4,888-58.9% |