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 | $126,986 | $59,805+112.3% | $79,550+59.6% | $68,494+85.4% |
| Participation rate | 78.8% | 61.1%+17.7pp | 69.5%+9.3pp | 67.9%+10.9pp |
| Annual return | -23.57% | -12.30%-11.3pp | 0.16%-23.7pp | -7.84%-15.7pp |
| Employer contribution / active EE | $3,008 | $1,505+99.8% | $2,413+24.6% | $2,596+15.8% |
| Participant deferral / active EE | $5,624 | $3,024+86.0% | $3,985+41.1% | $4,027+39.7% |
| Admin fee / account holder | $523 | $4,835-89.2% | $6,832-92.3% | $5,403-90.3% |