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 | $97,326 | $94,529+3.0% | $140,016-30.5% | $64,186+51.6% |
| Participation rate | 92.7% | 84.1%+8.6pp | 87.5%+5.2pp | 69.6%+23.1pp |
| Annual return | -8.26% | 7.77%-16.0pp | 651.12%-659.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,560 | $3,812-59.1% | $5,606-72.2% | $2,381-34.5% |
| Participant deferral / active EE | $6,294 | $5,250+19.9% | $6,927-9.1% | $3,470+81.4% |
| Admin fee / account holder | $1,779 | $6,741-73.6% | $10,705-83.4% | $4,888-63.6% |