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 | $163,889 | $76,367+114.6% | $93,606+75.1% | $72,985+124.6% |
| Participation rate | 85.7% | 71.7%+14.0pp | 75.8%+9.9pp | 69.5%+16.2pp |
| Annual return | -16.55% | 25.82%-42.4pp | 32.76%-49.3pp | 81.00%-97.6pp |
| Employer contribution / active EE | $0 | $2,275-100.0% | $2,718-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $8,732 | $3,538+146.8% | $4,069+114.6% | $3,607+142.0% |
| Admin fee / account holder | $2,355 | $6,838-65.6% | $7,888-70.1% | $5,124-54.0% |