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 | $239,342 | $72,277+231.1% | $101,248+136.4% | $79,858+199.7% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | -8.02% | 22.30%-30.3pp | 46.47%-54.5pp | 31.71%-39.7pp |
| Employer contribution / active EE | $6,928 | $2,692+157.4% | $3,660+89.3% | $2,471+180.4% |
| Participant deferral / active EE | $7,286 | $3,282+122.0% | $4,370+66.7% | $3,740+94.8% |
| Admin fee / account holder | $4,298 | $4,400-2.3% | $5,945-27.7% | $5,306-19.0% |