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 | $131,296 | $91,538+43.4% | $129,995+1.0% | $75,163+74.7% |
| Participation rate | 82.8% | 71.4%+11.3pp | 78.5%+4.3pp | 67.2%+15.6pp |
| Annual return | 12.30% | -631.11%+643.4pp | -137.18%+149.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,071 | $2,845-62.4% | $4,320-75.2% | $2,670-59.9% |
| Participant deferral / active EE | $5,956 | $4,341+37.2% | $5,820+2.3% | $4,125+44.4% |
| Admin fee / account holder | $13,738 | $6,790+102.3% | $10,614+29.4% | $5,651+143.1% |