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 | $116,558 | $91,538+27.3% | $129,995-10.3% | $75,163+55.1% |
| Participation rate | 73.3% | 71.4%+1.9pp | 78.5%-5.2pp | 67.2%+6.1pp |
| Annual return | 9.63% | -631.11%+640.7pp | -137.18%+146.8pp | 160.62%-151.0pp |
| Employer contribution / active EE | $2,323 | $2,845-18.4% | $4,320-46.2% | $2,670-13.0% |
| Participant deferral / active EE | $4,436 | $4,341+2.2% | $5,820-23.8% | $4,125+7.5% |
| Admin fee / account holder | $36,781 | $6,790+441.7% | $10,614+246.5% | $5,651+550.9% |