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 | $137,060 | $80,968+69.3% | $96,544+42.0% | $75,163+82.3% |
| Participation rate | 83.3% | 71.8%+11.6pp | 76.0%+7.4pp | 67.2%+16.1pp |
| Annual return | -0.85% | 27.06%-27.9pp | 25.84%-26.7pp | 160.62%-161.5pp |
| Employer contribution / active EE | $1,232 | $2,282-46.0% | $2,965-58.4% | $2,670-53.8% |
| Participant deferral / active EE | $3,100 | $3,928-21.1% | $4,851-36.1% | $4,125-24.9% |
| Admin fee / account holder | $779 | $6,724-88.4% | $8,252-90.6% | $5,651-86.2% |