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 | $120,310 | $76,000+58.3% | $154,107-21.9% | $64,186+87.4% |
| Participation rate | 98.2% | 70.4%+27.8pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -18.75% | 30.32%-49.1pp | 735.12%-753.9pp | 7.63%-26.4pp |
| Employer contribution / active EE | $10,405 | $3,351+210.5% | $5,298+96.4% | $2,381+337.0% |
| Participant deferral / active EE | $6,584 | $3,175+107.4% | $5,081+29.6% | $3,470+89.8% |
| Admin fee / account holder | $4,947 | $5,596-11.6% | $13,411-63.1% | $4,888+1.2% |