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 | $121,876 | $76,000+60.4% | $154,107-20.9% | $64,186+89.9% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -8.43% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.1pp |
| Employer contribution / active EE | $9,662 | $3,351+188.3% | $5,298+82.4% | $2,381+305.8% |
| Participant deferral / active EE | $6,381 | $3,175+101.0% | $5,081+25.6% | $3,470+83.9% |
| Admin fee / account holder | $1,546 | $5,596-72.4% | $13,411-88.5% | $4,888-68.4% |