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 | $154,079 | $71,883+114.3% | $86,677+77.8% | $68,494+125.0% |
| Participation rate | 76.1% | 72.2%+3.8pp | 76.6%-0.5pp | 67.9%+8.2pp |
| Annual return | -19.65% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,580 | $2,173-27.3% | $2,836-44.3% | $2,596-39.2% |
| Participant deferral / active EE | $4,592 | $3,779+21.5% | $4,656-1.4% | $4,027+14.0% |
| Admin fee / account holder | $5,894 | $6,112-3.6% | $7,493-21.3% | $5,403+9.1% |