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 | $204,353 | $73,867+176.6% | $143,757+42.2% | $68,494+198.3% |
| Participation rate | 85.2% | 66.7%+18.5pp | 80.3%+4.9pp | 67.9%+17.3pp |
| Annual return | -22.96% | 1.01%-24.0pp | -0.04%-22.9pp | -7.84%-15.1pp |
| Employer contribution / active EE | $3,378 | $3,184+6.1% | $4,951-31.8% | $2,596+30.1% |
| Participant deferral / active EE | $6,337 | $3,384+87.2% | $5,637+12.4% | $4,027+57.4% |
| Admin fee / account holder | $7,223 | $5,755+25.5% | $14,673-50.8% | $5,403+33.7% |