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 | $112,030 | $72,404+54.7% | $110,238+1.6% | $64,186+74.5% |
| Participation rate | 91.7% | 73.3%+18.3pp | 79.8%+11.8pp | 69.6%+22.1pp |
| Annual return | -7.84% | -6.29%-1.6pp | 314.74%-322.6pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,234 | $2,282-45.9% | $3,826-67.8% | $2,381-48.2% |
| Participant deferral / active EE | $3,159 | $3,469-8.9% | $4,672-32.4% | $3,470-8.9% |
| Admin fee / account holder | $529 | $5,664-90.7% | $8,547-93.8% | $4,888-89.2% |