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 | $191,814 | $131,829+45.5% | $108,579+76.7% | $273,961-30.0% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 0.04% | -91.57%+91.6pp | -51.70%+51.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $2,521 | $4,912-48.7% | $3,758-32.9% | $4,869-48.2% |
| Participant deferral / active EE | $4,942 | $5,127-3.6% | $4,311+14.6% | $5,287-6.5% |
| Admin fee / account holder | $8,132 | $10,252-20.7% | $7,645+6.4% | $10,132-19.7% |