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 | $118,702 | $76,000+56.2% | $154,107-23.0% | $64,186+84.9% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.5pp |
| Annual return | -10.05% | 30.32%-40.4pp | 735.12%-745.2pp | 7.63%-17.7pp |
| Employer contribution / active EE | $5,654 | $3,351+68.7% | $5,298+6.7% | $2,381+137.5% |
| Participant deferral / active EE | $4,751 | $3,175+49.6% | $5,081-6.5% | $3,470+36.9% |
| Admin fee / account holder | $30,866 | $5,596+451.6% | $13,411+130.2% | $4,888+531.5% |