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 | $136,574 | $76,000+79.7% | $154,107-11.4% | $64,186+112.8% |
| Participation rate | 95.9% | 70.4%+25.5pp | 83.0%+12.9pp | 69.6%+26.4pp |
| Annual return | -8.48% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.1pp |
| Employer contribution / active EE | $5,687 | $3,351+69.7% | $5,298+7.4% | $2,381+138.9% |
| Participant deferral / active EE | $4,120 | $3,175+29.7% | $5,081-18.9% | $3,470+18.7% |
| Admin fee / account holder | $728 | $5,596-87.0% | $13,411-94.6% | $4,888-85.1% |