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 | $131,214 | $71,883+82.5% | $86,677+51.4% | $68,494+91.6% |
| Participation rate | 98.0% | 72.2%+25.8pp | 76.6%+21.5pp | 67.9%+30.2pp |
| Annual return | -22.54% | 3.52%-26.1pp | 35.91%-58.4pp | -7.84%-14.7pp |
| Employer contribution / active EE | $1,015 | $2,173-53.3% | $2,836-64.2% | $2,596-60.9% |
| Participant deferral / active EE | $6,381 | $3,779+68.9% | $4,656+37.1% | $4,027+58.4% |
| Admin fee / account holder | $5,426 | $6,112-11.2% | $7,493-27.6% | $5,403+0.4% |