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 | $141,393 | $91,538+54.5% | $129,995+8.8% | $75,163+88.1% |
| Participation rate | 83.7% | 71.4%+12.3pp | 78.5%+5.2pp | 67.2%+16.5pp |
| Annual return | 8.32% | -631.11%+639.4pp | -137.18%+145.5pp | 160.62%-152.3pp |
| Employer contribution / active EE | $1,508 | $2,845-47.0% | $4,320-65.1% | $2,670-43.5% |
| Participant deferral / active EE | $4,768 | $4,341+9.8% | $5,820-18.1% | $4,125+15.6% |
| Admin fee / account holder | $17,122 | $6,790+152.2% | $10,614+61.3% | $5,651+203.0% |