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 | $118,222 | $54,350+117.5% | $82,719+42.9% | $68,494+72.6% |
| Participation rate | 86.8% | 63.9%+22.9pp | 72.6%+14.2pp | 67.9%+18.9pp |
| Annual return | -22.90% | -13.67%-9.2pp | 701.18%-724.1pp | -7.84%-15.1pp |
| Employer contribution / active EE | $883 | $2,218-60.2% | $3,009-70.7% | $2,596-66.0% |
| Participant deferral / active EE | $8,456 | $3,246+160.5% | $4,395+92.4% | $4,027+110.0% |
| Admin fee / account holder | $12,712 | $4,395+189.2% | $5,329+138.5% | $5,403+135.3% |