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 | $190,009 | $81,900+132.0% | $119,609+58.9% | $68,494+177.4% |
| Participation rate | 78.7% | 71.9%+6.8pp | 79.3%-0.5pp | 67.9%+10.8pp |
| Annual return | -19.96% | -23.82%+3.9pp | -14.97%-5.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $867 | $2,693-67.8% | $4,232-79.5% | $2,596-66.6% |
| Participant deferral / active EE | $5,683 | $4,148+37.0% | $5,602+1.4% | $4,027+41.1% |
| Admin fee / account holder | $7,250 | $6,582+10.1% | $10,323-29.8% | $5,403+34.2% |