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 | $123,684 | $80,968+52.8% | $96,544+28.1% | $75,163+64.6% |
| Participation rate | 84.2% | 71.8%+12.4pp | 76.0%+8.2pp | 67.2%+17.0pp |
| Annual return | -6.53% | 27.06%-33.6pp | 25.84%-32.4pp | 160.62%-167.1pp |
| Employer contribution / active EE | $1,698 | $2,282-25.6% | $2,965-42.7% | $2,670-36.4% |
| Participant deferral / active EE | $5,141 | $3,928+30.9% | $4,851+6.0% | $4,125+24.6% |
| Admin fee / account holder | $14,367 | $6,724+113.7% | $8,252+74.1% | $5,651+154.2% |