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 | $81,932 | $72,277+13.4% | $101,248-19.1% | $79,858+2.6% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | -4.82% | 22.30%-27.1pp | 46.47%-51.3pp | 31.71%-36.5pp |
| Employer contribution / active EE | $8,411 | $2,692+212.5% | $3,660+129.8% | $2,471+240.4% |
| Participant deferral / active EE | $2,701 | $3,282-17.7% | $4,370-38.2% | $3,740-27.8% |
| Admin fee / account holder | $703 | $4,400-84.0% | $5,945-88.2% | $5,306-86.8% |