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 | $117,364 | $59,107+98.6% | $86,436+35.8% | $68,494+71.3% |
| Participation rate | 96.3% | 75.2%+21.1pp | 80.3%+16.0pp | 67.9%+28.4pp |
| Annual return | -19.49% | -0.23%-19.3pp | 4394.89%-4414.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,474 | $2,519-41.5% | $3,769-60.9% | $2,596-43.2% |
| Participant deferral / active EE | $6,452 | $5,901+9.3% | $6,952-7.2% | $4,027+60.2% |
| Admin fee / account holder | $3,116 | $5,637-44.7% | $6,731-53.7% | $5,403-42.3% |