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 | $133,231 | $92,222+44.5% | $76,768+73.5% | $135,375-1.6% |
| Participation rate | 81.0% | 79.8%+1.2pp | 77.0%+4.0pp | 82.6%-1.7pp |
| Annual return | -9.63% | 5.46%-15.1pp | 2.43%-12.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,565 | $3,216-51.3% | $2,485-37.0% | $4,779-67.3% |
| Participant deferral / active EE | $6,260 | $4,509+38.8% | $3,852+62.5% | $5,609+11.6% |
| Admin fee / account holder | $1,957 | $10,748-81.8% | $6,675-70.7% | $10,827-81.9% |