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 | $59,322 | $97,044-38.9% | $83,333-28.8% | $135,375-56.2% |
| Participation rate | 87.5% | 80.4%+7.1pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -10.54% | 12.31%-22.9pp | 10.63%-21.2pp | 519.73%-530.3pp |
| Employer contribution / active EE | $1,469 | $4,143-64.5% | $3,379-56.5% | $4,779-69.3% |
| Participant deferral / active EE | $8,417 | $5,964+41.1% | $5,565+51.3% | $5,609+50.1% |
| Admin fee / account holder | $393 | $8,380-95.3% | $7,510-94.8% | $10,827-96.4% |