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 | $131,983 | $73,933+78.5% | $96,683+36.5% | $75,163+75.6% |
| Participation rate | 80.0% | 66.4%+13.6pp | 74.3%+5.7pp | 67.2%+12.8pp |
| Annual return | -7.80% | 26.70%-34.5pp | 35.69%-43.5pp | 160.62%-168.4pp |
| Employer contribution / active EE | $5,900 | $2,928+101.5% | $3,737+57.9% | $2,670+121.0% |
| Participant deferral / active EE | $8,209 | $3,659+124.4% | $4,878+68.3% | $4,125+99.0% |
| Admin fee / account holder | $6,296 | $5,216+20.7% | $6,730-6.4% | $5,651+11.4% |