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 | $95,508 | $91,552+4.3% | $133,956-28.7% | $79,858+19.6% |
| Participation rate | 91.5% | 73.3%+18.1pp | 79.8%+11.7pp | 69.6%+21.9pp |
| Annual return | -9.49% | 61.85%-71.3pp | 45.09%-54.6pp | 31.71%-41.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,108 | $3,733+36.8% | $5,048+1.2% | $3,740+36.6% |
| Admin fee / account holder | $6,447 | $6,321+2.0% | $8,927-27.8% | $5,306+21.5% |