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 | $136,857 | $73,004+87.5% | $90,749+50.8% | $68,494+99.8% |
| Participation rate | 92.7% | 70.8%+21.9pp | 75.7%+17.0pp | 67.9%+24.8pp |
| Annual return | -19.66% | -13.81%-5.9pp | -12.16%-7.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,197 | $2,193+45.8% | $2,921+9.5% | $2,596+23.1% |
| Participant deferral / active EE | $7,614 | $3,627+110.0% | $4,564+66.8% | $4,027+89.1% |
| Admin fee / account holder | $13,463 | $5,896+128.3% | $8,445+59.4% | $5,403+149.2% |