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 | $96,116 | $77,813+23.5% | $123,544-22.2% | $64,186+49.7% |
| Participation rate | 82.5% | 74.7%+7.7pp | 82.3%+0.2pp | 69.6%+12.9pp |
| Annual return | -8.55% | 12.48%-21.0pp | 119.20%-127.7pp | 7.63%-16.2pp |
| Employer contribution / active EE | $6,696 | $3,014+122.2% | $4,628+44.7% | $2,381+181.2% |
| Participant deferral / active EE | $5,697 | $5,240+8.7% | $6,426-11.3% | $3,470+64.2% |
| Admin fee / account holder | $1,952 | $5,519-64.6% | $9,284-79.0% | $4,888-60.1% |