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 | $232,885 | $59,107+294.0% | $86,436+169.4% | $68,494+240.0% |
| Participation rate | 93.1% | 75.2%+17.9pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -20.66% | -0.23%-20.4pp | 4394.89%-4415.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,053 | $2,519-18.5% | $3,769-45.5% | $2,596-20.9% |
| Participant deferral / active EE | $7,284 | $5,901+23.4% | $6,952+4.8% | $4,027+80.9% |
| Admin fee / account holder | $1,959 | $5,637-65.2% | $6,731-70.9% | $5,403-63.7% |