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 6-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 | $231,058 | $73,867+212.8% | $143,757+60.7% | $68,494+237.3% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -19.79% | 1.01%-20.8pp | -0.04%-19.7pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,129 | $3,184-64.5% | $4,951-77.2% | $2,596-56.5% |
| Participant deferral / active EE | $3,653 | $3,384+7.9% | $5,637-35.2% | $4,027-9.3% |
| Admin fee / account holder | $2,365 | $5,755-58.9% | $14,673-83.9% | $5,403-56.2% |