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 | $117,437 | $73,933+58.8% | $96,683+21.5% | $75,163+56.2% |
| Participation rate | 73.3% | 66.4%+6.9pp | 74.3%-1.0pp | 67.2%+6.1pp |
| Annual return | -7.62% | 26.70%-34.3pp | 35.69%-43.3pp | 160.62%-168.2pp |
| Employer contribution / active EE | $4,358 | $2,928+48.9% | $3,737+16.6% | $2,670+63.2% |
| Participant deferral / active EE | $5,075 | $3,659+38.7% | $4,878+4.0% | $4,125+23.0% |
| Admin fee / account holder | $8,137 | $5,216+56.0% | $6,730+20.9% | $5,651+44.0% |