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 | $82,391 | $72,404+13.8% | $110,238-25.3% | $64,186+28.4% |
| Participation rate | 93.8% | 73.3%+20.4pp | 79.8%+13.9pp | 69.6%+24.2pp |
| Annual return | -8.37% | -6.29%-2.1pp | 314.74%-323.1pp | 7.63%-16.0pp |
| Employer contribution / active EE | $3,245 | $2,282+42.2% | $3,826-15.2% | $2,381+36.3% |
| Participant deferral / active EE | $5,971 | $3,469+72.1% | $4,672+27.8% | $3,470+72.1% |
| Admin fee / account holder | $1,732 | $5,664-69.4% | $8,547-79.7% | $4,888-64.6% |