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 | $102,706 | $72,277+42.1% | $101,248+1.4% | $79,858+28.6% |
| Participation rate | 83.0% | 68.5%+14.6pp | 75.8%+7.2pp | 69.6%+13.4pp |
| Annual return | -8.16% | 22.30%-30.5pp | 46.47%-54.6pp | 31.71%-39.9pp |
| Employer contribution / active EE | $6,604 | $2,692+145.4% | $3,660+80.5% | $2,471+167.3% |
| Participant deferral / active EE | $8,034 | $3,282+144.8% | $4,370+83.8% | $3,740+114.8% |
| Admin fee / account holder | $1,672 | $4,400-62.0% | $5,945-71.9% | $5,306-68.5% |