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 | $108,222 | $78,672+37.6% | $109,143-0.8% | $85,850+26.1% |
| Participation rate | 98.7% | 68.3%+30.5pp | 75.9%+22.9pp | 69.3%+29.4pp |
| Annual return | -3.57% | 25.09%-28.7pp | 25.75%-29.3pp | 318.53%-322.1pp |
| Employer contribution / active EE | $10,127 | $2,735+270.3% | $3,722+172.1% | $2,565+294.8% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,653-100.0% | $3,952-100.0% |
| Admin fee / account holder | $12,460 | $5,469+127.8% | $6,752+84.5% | $6,260+99.0% |