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 | $154,821 | $110,094+40.6% | $151,611+2.1% | $68,494+126.0% |
| Participation rate | 90.6% | 84.0%+6.7pp | 87.5%+3.1pp | 67.9%+22.7pp |
| Annual return | -19.54% | -10.12%-9.4pp | 3.33%-22.9pp | -7.84%-11.7pp |
| Employer contribution / active EE | $13,604 | $4,471+204.3% | $6,166+120.6% | $2,596+424.0% |
| Participant deferral / active EE | $4,440 | $6,527-32.0% | $8,363-46.9% | $4,027+10.3% |
| Admin fee / account holder | $3,374 | $7,719-56.3% | $11,616-71.0% | $5,403-37.5% |