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 5-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 | $99,559 | $59,107+68.4% | $86,436+15.2% | $68,494+45.4% |
| Participation rate | 90.2% | 75.2%+15.0pp | 80.3%+9.9pp | 67.9%+22.4pp |
| Annual return | -20.18% | -0.23%-19.9pp | 4394.89%-4415.1pp | -7.84%-12.3pp |
| Employer contribution / active EE | $2,211 | $2,519-12.2% | $3,769-41.3% | $2,596-14.8% |
| Participant deferral / active EE | $9,971 | $5,901+69.0% | $6,952+43.4% | $4,027+147.6% |
| Admin fee / account holder | $4,543 | $5,637-19.4% | $6,731-32.5% | $5,403-15.9% |