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 | $76,744 | $91,552-16.2% | $133,956-42.7% | $79,858-3.9% |
| Participation rate | 83.7% | 73.3%+10.3pp | 79.8%+3.8pp | 69.6%+14.0pp |
| Annual return | -6.74% | 61.85%-68.6pp | 45.09%-51.8pp | 31.71%-38.5pp |
| Employer contribution / active EE | $1,284 | $2,384-46.1% | $3,919-67.2% | $2,471-48.0% |
| Participant deferral / active EE | $5,058 | $3,733+35.5% | $5,048+0.2% | $3,740+35.2% |
| Admin fee / account holder | $6,378 | $6,321+0.9% | $8,927-28.6% | $5,306+20.2% |