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 | $95,026 | $69,515+36.7% | $86,874+9.4% | $85,850+10.7% |
| Participation rate | 98.6% | 66.3%+32.2pp | 71.6%+26.9pp | 69.3%+29.3pp |
| Annual return | -1.02% | 20.12%-21.1pp | 63.52%-64.5pp | 318.53%-319.6pp |
| Employer contribution / active EE | $6,428 | $1,880+241.8% | $2,495+157.6% | $2,565+150.6% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,699-100.0% | $3,952-100.0% |
| Admin fee / account holder | $5,163 | $5,972-13.5% | $5,828-11.4% | $6,260-17.5% |