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 | $134,214 | $71,883+86.7% | $86,677+54.8% | $68,494+95.9% |
| Participation rate | 95.9% | 72.2%+23.7pp | 76.6%+19.3pp | 67.9%+28.0pp |
| Annual return | -20.16% | 3.52%-23.7pp | 35.91%-56.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $874 | $2,173-59.8% | $2,836-69.2% | $2,596-66.3% |
| Participant deferral / active EE | $7,529 | $3,779+99.3% | $4,656+61.7% | $4,027+87.0% |
| Admin fee / account holder | $4,635 | $6,112-24.2% | $7,493-38.1% | $5,403-14.2% |