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 | $94,110 | $72,404+30.0% | $110,238-14.6% | $64,186+46.6% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.6%+21.3pp |
| Annual return | -9.69% | -6.29%-3.4pp | 314.74%-324.4pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,979 | $2,282+30.6% | $3,826-22.1% | $2,381+25.1% |
| Participant deferral / active EE | $6,678 | $3,469+92.5% | $4,672+42.9% | $3,470+92.5% |
| Admin fee / account holder | $2,310 | $5,664-59.2% | $8,547-73.0% | $4,888-52.8% |