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 | $145,684 | $73,867+97.2% | $143,757+1.3% | $68,494+112.7% |
| Participation rate | 90.2% | 66.7%+23.6pp | 80.3%+9.9pp | 67.9%+22.4pp |
| Annual return | -20.52% | 1.01%-21.5pp | -0.04%-20.5pp | -7.84%-12.7pp |
| Employer contribution / active EE | $5,094 | $3,184+60.0% | $4,951+2.9% | $2,596+96.2% |
| Participant deferral / active EE | $3,650 | $3,384+7.8% | $5,637-35.3% | $4,027-9.4% |
| Admin fee / account holder | $1,558 | $5,755-72.9% | $14,673-89.4% | $5,403-71.2% |