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 | $83,097 | $54,350+52.9% | $82,719+0.5% | $68,494+21.3% |
| Participation rate | 86.2% | 63.9%+22.3pp | 72.6%+13.7pp | 67.9%+18.3pp |
| Annual return | -24.05% | -13.67%-10.4pp | 701.18%-725.2pp | -7.84%-16.2pp |
| Employer contribution / active EE | $1,717 | $2,218-22.6% | $3,009-42.9% | $2,596-33.9% |
| Participant deferral / active EE | $3,235 | $3,246-0.4% | $4,395-26.4% | $4,027-19.7% |
| Admin fee / account holder | $556 | $4,395-87.4% | $5,329-89.6% | $5,403-89.7% |