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 | $231,770 | $71,883+222.4% | $86,677+167.4% | $68,494+238.4% |
| Participation rate | 80.0% | 72.2%+7.8pp | 76.6%+3.4pp | 67.9%+12.1pp |
| Annual return | -21.24% | 3.52%-24.8pp | 35.91%-57.1pp | -7.84%-13.4pp |
| Employer contribution / active EE | $1,057 | $2,173-51.4% | $2,836-62.7% | $2,596-59.3% |
| Participant deferral / active EE | $7,410 | $3,779+96.1% | $4,656+59.2% | $4,027+84.0% |
| Admin fee / account holder | $5,162 | $6,112-15.5% | $7,493-31.1% | $5,403-4.5% |