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 | $133,942 | $113,935+17.6% | $94,224+42.2% | $125,391+6.8% |
| Participation rate | 85.7% | 82.9%+2.8pp | 78.8%+6.9pp | 83.2%+2.5pp |
| Annual return | -9.02% | 5.29%-14.3pp | 10.68%-19.7pp | 282.22%-291.2pp |
| Employer contribution / active EE | $951 | $4,727-79.9% | $3,587-73.5% | $4,866-80.5% |
| Participant deferral / active EE | $2,874 | $5,179-44.5% | $4,320-33.5% | $5,352-46.3% |
| Admin fee / account holder | $15,502 | $8,391+84.7% | $6,269+147.3% | $9,540+62.5% |