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 | $108,287 | $72,404+49.6% | $110,238-1.8% | $64,186+68.7% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.6%+26.9pp |
| Annual return | -7.72% | -6.29%-1.4pp | 314.74%-322.5pp | 7.63%-15.4pp |
| Employer contribution / active EE | $3,493 | $2,282+53.1% | $3,826-8.7% | $2,381+46.7% |
| Participant deferral / active EE | $8,098 | $3,469+133.4% | $4,672+73.3% | $3,470+133.4% |
| Admin fee / account holder | $4,628 | $5,664-18.3% | $8,547-45.9% | $4,888-5.3% |