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 | $199,715 | $45,863+335.5% | $77,024+159.3% | $68,494+191.6% |
| Participation rate | 80.9% | 55.9%+24.9pp | 67.9%+12.9pp | 67.9%+13.0pp |
| Annual return | -20.46% | 1.72%-22.2pp | 42.32%-62.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,873 | $1,650+74.2% | $2,812+2.2% | $2,596+10.7% |
| Participant deferral / active EE | $5,326 | $2,962+79.8% | $4,426+20.3% | $4,027+32.3% |
| Admin fee / account holder | $5,441 | $3,041+78.9% | $5,425+0.3% | $5,403+0.7% |