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 | $143,177 | $71,883+99.2% | $86,677+65.2% | $68,494+109.0% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.6pp | 67.9%+8.1pp |
| Annual return | -28.29% | 3.52%-31.8pp | 35.91%-64.2pp | -7.84%-20.4pp |
| Employer contribution / active EE | $1,162 | $2,173-46.5% | $2,836-59.0% | $2,596-55.2% |
| Participant deferral / active EE | $3,261 | $3,779-13.7% | $4,656-29.9% | $4,027-19.0% |
| Admin fee / account holder | $5,110 | $6,112-16.4% | $7,493-31.8% | $5,403-5.4% |