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 | $96,910 | $64,119+51.1% | $112,228-13.6% | $66,914+44.8% |
| Participation rate | 92.7% | 68.5%+24.3pp | 75.1%+17.7pp | 69.8%+22.9pp |
| Annual return | -18.52% | -13.81%-4.7pp | 27.45%-46.0pp | 1.58%-20.1pp |
| Employer contribution / active EE | $8,632 | $3,005+187.2% | $3,635+137.5% | $2,544+239.3% |
| Participant deferral / active EE | $8,855 | $3,693+139.8% | $4,728+87.3% | $4,237+109.0% |
| Admin fee / account holder | $3,084 | $625+393.2% | $6,410-51.9% | $593+419.8% |