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 | $166,685 | $92,222+80.7% | $76,768+117.1% | $135,375+23.1% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -8.92% | 5.46%-14.4pp | 2.43%-11.3pp | 519.73%-528.7pp |
| Employer contribution / active EE | $826 | $3,216-74.3% | $2,485-66.8% | $4,779-82.7% |
| Participant deferral / active EE | $1,682 | $4,509-62.7% | $3,852-56.3% | $5,609-70.0% |
| Admin fee / account holder | $477 | $10,748-95.6% | $6,675-92.9% | $10,827-95.6% |