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 | $128,554 | $59,107+117.5% | $86,436+48.7% | $68,494+87.7% |
| Participation rate | 90.7% | 75.2%+15.5pp | 80.3%+10.4pp | 67.9%+22.9pp |
| Annual return | -19.46% | -0.23%-19.2pp | 4394.89%-4414.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,986 | $2,519-21.2% | $3,769-47.3% | $2,596-23.5% |
| Participant deferral / active EE | $2,776 | $5,901-53.0% | $6,952-60.1% | $4,027-31.1% |
| Admin fee / account holder | $3,327 | $5,637-41.0% | $6,731-50.6% | $5,403-38.4% |