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 | $88,698 | $69,010+28.5% | $159,960-44.6% | $68,494+29.5% |
| Participation rate | 87.9% | 65.4%+22.5pp | 78.0%+9.9pp | 67.9%+20.0pp |
| Annual return | -19.84% | -9.65%-10.2pp | 408.60%-428.4pp | -7.84%-12.0pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,361 | $4,212+51.0% | $6,182+2.9% | $4,027+57.9% |
| Admin fee / account holder | $4,474 | $4,798-6.7% | $8,698-48.6% | $5,403-17.2% |