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 | $96,967 | $75,828+27.9% | $147,614-34.3% | $59,632+62.6% |
| Participation rate | 89.1% | 71.6%+17.6pp | 84.6%+4.5pp | 68.7%+20.5pp |
| Annual return | -3.75% | 0.37%-4.1pp | 61.98%-65.7pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $7,190 | $3,485+106.3% | $5,564+29.2% | $2,203+226.4% |
| Participant deferral / active EE | $5,601 | $3,130+78.9% | $4,895+14.4% | $3,192+75.5% |
| Admin fee / account holder | $886 | $5,985-85.2% | $11,611-92.4% | $4,297-79.4% |