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 | $85,404 | $73,867+15.6% | $143,757-40.6% | $68,494+24.7% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -21.10% | 1.01%-22.1pp | -0.04%-21.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $8,321 | $3,184+161.3% | $4,951+68.1% | $2,596+220.5% |
| Participant deferral / active EE | $6,629 | $3,384+95.9% | $5,637+17.6% | $4,027+64.6% |
| Admin fee / account holder | $931 | $5,755-83.8% | $14,673-93.7% | $5,403-82.8% |