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 | $145,979 | $77,813+87.6% | $123,544+18.2% | $64,186+127.4% |
| Participation rate | 85.7% | 74.7%+11.0pp | 82.3%+3.4pp | 69.6%+16.1pp |
| Annual return | -8.96% | 12.48%-21.4pp | 119.20%-128.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,871 | $3,014-37.9% | $4,628-59.6% | $2,381-21.4% |
| Participant deferral / active EE | $11,126 | $5,240+112.3% | $6,426+73.2% | $3,470+220.7% |
| Admin fee / account holder | $1,228 | $5,519-77.7% | $9,284-86.8% | $4,888-74.9% |