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 4-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 | $82,799 | $102,382-19.1% | $147,005-43.7% | $80,874+2.4% |
| Participation rate | 88.1% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 9.33% | 134.89%-125.6pp | 418.76%-409.4pp | 35.62%-26.3pp |
| Employer contribution / active EE | $5,742 | $3,715+54.6% | $4,934+16.4% | $2,756+108.4% |
| Participant deferral / active EE | $10,470 | $6,646+57.5% | $8,070+29.7% | $4,297+143.7% |
| Admin fee / account holder | $3,354 | $7,942-57.8% | $13,006-74.2% | $6,935-51.6% |