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 | $101,218 | $76,000+33.2% | $154,107-34.3% | $64,186+57.7% |
| Participation rate | 78.8% | 70.4%+8.4pp | 83.0%-4.2pp | 69.6%+9.2pp |
| Annual return | -9.02% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $2,009 | $3,351-40.0% | $5,298-62.1% | $2,381-15.6% |
| Participant deferral / active EE | $3,931 | $3,175+23.8% | $5,081-22.6% | $3,470+13.3% |
| Admin fee / account holder | $511 | $5,596-90.9% | $13,411-96.2% | $4,888-89.5% |