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 | $120,582 | $69,010+74.7% | $159,960-24.6% | $68,494+76.0% |
| Participation rate | 82.8% | 65.4%+17.3pp | 78.0%+4.8pp | 67.9%+14.9pp |
| Annual return | -19.96% | -9.65%-10.3pp | 408.60%-428.6pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,981 | $2,213+79.9% | $4,226-5.8% | $2,596+53.3% |
| Participant deferral / active EE | $10,949 | $4,212+159.9% | $6,182+77.1% | $4,027+171.9% |
| Admin fee / account holder | $2,355 | $4,798-50.9% | $8,698-72.9% | $5,403-56.4% |