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 | $158,525 | $76,000+108.6% | $154,107+2.9% | $64,186+147.0% |
| Participation rate | 90.3% | 70.4%+19.9pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | -8.33% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-16.0pp |
| Employer contribution / active EE | $5,345 | $3,351+59.5% | $5,298+0.9% | $2,381+124.5% |
| Participant deferral / active EE | $4,502 | $3,175+41.8% | $5,081-11.4% | $3,470+29.8% |
| Admin fee / account holder | $1,536 | $5,596-72.5% | $13,411-88.5% | $4,888-68.6% |