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 | $78,296 | $69,207+13.1% | $64,056+22.2% | $139,434-43.8% |
| Participation rate | 85.0% | 75.6%+9.4pp | 72.3%+12.7pp | 80.3%+4.7pp |
| Annual return | -6.40% | 45.88%-52.3pp | 33.69%-40.1pp | 372.94%-379.3pp |
| Employer contribution / active EE | $0 | $3,182-100.0% | $2,747-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,765 | $4,682-62.3% | $3,880-54.5% | $6,710-73.7% |
| Admin fee / account holder | $4,120 | $4,244-2.9% | $3,068+34.3% | $11,403-63.9% |