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 | $92,839 | $72,404+28.2% | $110,238-15.8% | $64,186+44.6% |
| Participation rate | 91.4% | 73.3%+18.1pp | 79.8%+11.6pp | 69.6%+21.9pp |
| Annual return | -9.20% | -6.29%-2.9pp | 314.74%-323.9pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,649 | $2,282-27.7% | $3,826-56.9% | $2,381-30.7% |
| Participant deferral / active EE | $5,835 | $3,469+68.2% | $4,672+24.9% | $3,470+68.2% |
| Admin fee / account holder | $3,169 | $5,664-44.1% | $8,547-62.9% | $4,888-35.2% |