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 | $100,610 | $93,346+7.8% | $71,796+40.1% | $273,961-63.3% |
| Participation rate | 83.3% | 76.5%+6.8pp | 69.1%+14.2pp | 83.0%+0.3pp |
| Annual return | -6.96% | 130.39%-137.3pp | 78.04%-85.0pp | 41.45%-48.4pp |
| Employer contribution / active EE | $737 | $2,733-73.0% | $1,924-61.7% | $4,869-84.9% |
| Participant deferral / active EE | $1,519 | $3,475-56.3% | $2,794-45.6% | $5,287-71.3% |
| Admin fee / account holder | $2,033 | $6,571-69.1% | $4,815-57.8% | $10,132-79.9% |