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 | $108,862 | $72,404+50.4% | $110,238-1.2% | $64,186+69.6% |
| Participation rate | 94.0% | 73.3%+20.7pp | 79.8%+14.2pp | 69.6%+24.4pp |
| Annual return | -8.65% | -6.29%-2.4pp | 314.74%-323.4pp | 7.63%-16.3pp |
| Employer contribution / active EE | $794 | $2,282-65.2% | $3,826-79.2% | $2,381-66.6% |
| Participant deferral / active EE | $5,118 | $3,469+47.5% | $4,672+9.5% | $3,470+47.5% |
| Admin fee / account holder | $7,305 | $5,664+29.0% | $8,547-14.5% | $4,888+49.4% |