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 | $119,782 | $54,229+120.9% | $70,092+70.9% | $68,494+74.9% |
| Participation rate | 72.0% | 64.5%+7.5pp | 70.5%+1.5pp | 67.9%+4.1pp |
| Annual return | -20.99% | -13.87%-7.1pp | 190.73%-211.7pp | -7.84%-13.1pp |
| Employer contribution / active EE | $2,227 | $2,018+10.3% | $2,559-13.0% | $2,596-14.2% |
| Participant deferral / active EE | $5,633 | $2,956+90.6% | $3,849+46.4% | $4,027+39.9% |
| Admin fee / account holder | $16,119 | $4,694+243.4% | $6,267+157.2% | $5,403+198.4% |