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 | $148,021 | $71,883+105.9% | $86,677+70.8% | $68,494+116.1% |
| Participation rate | 98.3% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.4pp |
| Annual return | -19.70% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,600 | $2,173+65.7% | $2,836+26.9% | $2,596+38.7% |
| Participant deferral / active EE | $4,479 | $3,779+18.5% | $4,656-3.8% | $4,027+11.2% |
| Admin fee / account holder | $13,688 | $6,112+124.0% | $7,493+82.7% | $5,403+153.4% |