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 | $93,639 | $64,707+44.7% | $112,228-16.6% | $68,494+36.7% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -20.57% | -11.40%-9.2pp | 27.45%-48.0pp | -7.84%-12.7pp |
| Employer contribution / active EE | $3,746 | $2,746+36.4% | $3,635+3.1% | $2,596+44.3% |
| Participant deferral / active EE | $5,436 | $3,565+52.5% | $4,728+15.0% | $4,027+35.0% |
| Admin fee / account holder | $5,271 | $5,232+0.7% | $6,410-17.8% | $5,403-2.4% |