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 | $118,512 | $61,660+92.2% | $80,019+48.1% | $64,186+84.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -8.00% | -0.33%-7.7pp | 11.22%-19.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,458 | $1,810-19.5% | $2,468-40.9% | $2,381-38.8% |
| Participant deferral / active EE | $4,120 | $2,968+38.8% | $3,686+11.8% | $3,470+18.7% |
| Admin fee / account holder | $514 | $5,417-90.5% | $6,521-92.1% | $4,888-89.5% |