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 | $105,218 | $53,162+97.9% | $91,220+15.3% | $68,494+53.6% |
| Participation rate | 76.6% | 63.2%+13.4pp | 73.2%+3.4pp | 67.9%+8.7pp |
| Annual return | -20.60% | -3.14%-17.5pp | 114.01%-134.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $5,472 | $1,709+220.1% | $2,850+92.0% | $2,596+110.8% |
| Participant deferral / active EE | $3,367 | $2,974+13.2% | $4,234-20.5% | $4,027-16.4% |
| Admin fee / account holder | $4,329 | $4,493-3.7% | $5,420-20.1% | $5,403-19.9% |