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 | $120,664 | $64,707+86.5% | $112,228+7.5% | $68,494+76.2% |
| Participation rate | 95.9% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.0pp |
| Annual return | -20.22% | -11.40%-8.8pp | 27.45%-47.7pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,108 | $2,746-23.2% | $3,635-42.0% | $2,596-18.8% |
| Participant deferral / active EE | $7,318 | $3,565+105.3% | $4,728+54.8% | $4,027+81.7% |
| Admin fee / account holder | $23,547 | $5,232+350.0% | $6,410+267.3% | $5,403+335.8% |