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 | $160,006 | $73,867+116.6% | $143,757+11.3% | $68,494+133.6% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -19.85% | 1.01%-20.9pp | -0.04%-19.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $9,396 | $3,184+195.1% | $4,951+89.8% | $2,596+261.9% |
| Participant deferral / active EE | $7,057 | $3,384+108.5% | $5,637+25.2% | $4,027+75.2% |
| Admin fee / account holder | $1,781 | $5,755-69.1% | $14,673-87.9% | $5,403-67.0% |