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 | $133,669 | $54,350+145.9% | $82,719+61.6% | $68,494+95.2% |
| Participation rate | 92.3% | 63.9%+28.4pp | 72.6%+19.8pp | 67.9%+24.4pp |
| Annual return | -19.83% | -13.67%-6.2pp | 701.18%-721.0pp | -7.84%-12.0pp |
| Employer contribution / active EE | $6,019 | $2,218+171.4% | $3,009+100.0% | $2,596+131.8% |
| Participant deferral / active EE | $3,947 | $3,246+21.6% | $4,395-10.2% | $4,027-2.0% |
| Admin fee / account holder | $4,540 | $4,395+3.3% | $5,329-14.8% | $5,403-16.0% |