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 | $83,660 | $72,404+15.5% | $110,238-24.1% | $64,186+30.3% |
| Participation rate | 97.7% | 73.3%+24.4pp | 79.8%+17.9pp | 69.6%+28.2pp |
| Annual return | -8.72% | -6.29%-2.4pp | 314.74%-323.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $4,849 | $2,282+112.5% | $3,826+26.7% | $2,381+103.7% |
| Participant deferral / active EE | $3,176 | $3,469-8.4% | $4,672-32.0% | $3,470-8.5% |
| Admin fee / account holder | $2,707 | $5,664-52.2% | $8,547-68.3% | $4,888-44.6% |