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 | $90,102 | $54,350+65.8% | $82,719+8.9% | $68,494+31.5% |
| Participation rate | 94.3% | 63.9%+30.4pp | 72.6%+21.7pp | 67.9%+26.4pp |
| Annual return | -22.34% | -13.67%-8.7pp | 701.18%-723.5pp | -7.84%-14.5pp |
| Employer contribution / active EE | $6,206 | $2,218+179.8% | $3,009+106.3% | $2,596+139.0% |
| Participant deferral / active EE | $9,525 | $3,246+193.4% | $4,395+116.7% | $4,027+136.5% |
| Admin fee / account holder | $8,943 | $4,395+103.5% | $5,329+67.8% | $5,403+65.5% |