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 | $108,895 | $80,968+34.5% | $96,544+12.8% | $75,163+44.9% |
| Participation rate | 93.6% | 71.8%+21.8pp | 76.0%+17.7pp | 67.2%+26.4pp |
| Annual return | -4.64% | 27.06%-31.7pp | 25.84%-30.5pp | 160.62%-165.3pp |
| Employer contribution / active EE | $7,549 | $2,282+230.8% | $2,965+154.6% | $2,670+182.7% |
| Participant deferral / active EE | $4,523 | $3,928+15.1% | $4,851-6.8% | $4,125+9.6% |
| Admin fee / account holder | $4,845 | $6,724-27.9% | $8,252-41.3% | $5,651-14.3% |