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 | $136,590 | $67,411+102.6% | $91,001+50.1% | $70,131+94.8% |
| Participation rate | 86.5% | 71.4%+15.2pp | 75.6%+10.9pp | 69.5%+17.0pp |
| Annual return | 8.66% | -40.16%+48.8pp | 4.60%+4.1pp | 73.14%-64.5pp |
| Employer contribution / active EE | $982 | $1,786-45.0% | $2,456-60.0% | $2,342-58.1% |
| Participant deferral / active EE | $4,611 | $2,823+63.3% | $3,547+30.0% | $3,332+38.4% |
| Admin fee / account holder | $2,406 | $4,236-43.2% | $5,417-55.6% | $4,645-48.2% |