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 | $123,435 | $81,900+50.7% | $119,609+3.2% | $68,494+80.2% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -19.49% | -23.82%+4.3pp | -14.97%-4.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $6,679 | $2,693+148.0% | $4,232+57.8% | $2,596+157.2% |
| Participant deferral / active EE | $4,558 | $4,148+9.9% | $5,602-18.6% | $4,027+13.2% |
| Admin fee / account holder | $7,323 | $6,582+11.3% | $10,323-29.1% | $5,403+35.5% |