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 | $112,286 | $59,805+87.8% | $79,550+41.2% | $68,494+63.9% |
| Participation rate | 77.4% | 61.1%+16.4pp | 69.5%+7.9pp | 67.9%+9.5pp |
| Annual return | -22.61% | -12.30%-10.3pp | 0.16%-22.8pp | -7.84%-14.8pp |
| Employer contribution / active EE | $1,736 | $1,505+15.3% | $2,413-28.1% | $2,596-33.2% |
| Participant deferral / active EE | $3,426 | $3,024+13.3% | $3,985-14.0% | $4,027-14.9% |
| Admin fee / account holder | $2,954 | $4,835-38.9% | $6,832-56.8% | $5,403-45.3% |