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 | $138,435 | $72,404+91.2% | $110,238+25.6% | $64,186+115.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -7.76% | -6.29%-1.5pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,620 | $2,282+58.6% | $3,826-5.4% | $2,381+52.0% |
| Participant deferral / active EE | $10,329 | $3,469+197.7% | $4,672+121.1% | $3,470+197.7% |
| Admin fee / account holder | $4,635 | $5,664-18.2% | $8,547-45.8% | $4,888-5.2% |