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 | $150,904 | $109,359+38.0% | $162,163-6.9% | $72,985+106.8% |
| Participation rate | 92.0% | 84.3%+7.7pp | 87.6%+4.4pp | 69.5%+22.5pp |
| Annual return | -2.15% | 25.46%-27.6pp | 115.59%-117.7pp | 81.00%-83.2pp |
| Employer contribution / active EE | $2,611 | $3,907-33.2% | $5,614-53.5% | $2,440+7.0% |
| Participant deferral / active EE | $12,039 | $5,481+119.6% | $7,298+65.0% | $3,607+233.7% |
| Admin fee / account holder | $7,706 | $7,972-3.3% | $10,843-28.9% | $5,124+50.4% |