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 | $156,869 | $59,107+165.4% | $86,436+81.5% | $68,494+129.0% |
| Participation rate | 92.2% | 75.2%+16.9pp | 80.3%+11.8pp | 67.9%+24.3pp |
| Annual return | -19.59% | -0.23%-19.4pp | 4394.89%-4414.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,230 | $2,519-11.5% | $3,769-40.8% | $2,596-14.1% |
| Participant deferral / active EE | $7,149 | $5,901+21.2% | $6,952+2.8% | $4,027+77.5% |
| Admin fee / account holder | $3,970 | $5,637-29.6% | $6,731-41.0% | $5,403-26.5% |