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 | $111,299 | $75,935+46.6% | $60,547+83.8% | $125,391-11.2% |
| Participation rate | 75.0% | 76.5%-1.5pp | 68.0%+7.0pp | 83.2%-8.2pp |
| Annual return | -4.06% | -5.38%+1.3pp | 335.64%-339.7pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,531 | $3,438-55.5% | $2,419-36.7% | $4,866-68.5% |
| Participant deferral / active EE | $7,432 | $4,506+64.9% | $3,328+123.3% | $5,352+38.9% |
| Admin fee / account holder | $4,055 | $6,768-40.1% | $4,536-10.6% | $9,540-57.5% |