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 | $98,469 | $79,449+23.9% | $189,557-48.1% | $85,850+14.7% |
| Participation rate | 98.5% | 66.0%+32.5pp | 78.4%+20.0pp | 69.3%+29.2pp |
| Annual return | -8.33% | 18.45%-26.8pp | 64.17%-72.5pp | 318.53%-326.9pp |
| Employer contribution / active EE | $3,794 | $2,081+82.3% | $4,412-14.0% | $2,565+47.9% |
| Participant deferral / active EE | $0 | $4,051-100.0% | $6,174-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,270 | $5,377-57.8% | $9,807-76.9% | $6,260-63.7% |