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 5-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 | $117,724 | $138,347-14.9% | $184,203-36.1% | $80,856+45.6% |
| Participation rate | 98.3% | 83.9%+14.4pp | 86.8%+11.5pp | 67.6%+30.7pp |
| Annual return | -3.60% | 20.02%-23.6pp | 28.81%-32.4pp | 35.59%-39.2pp |
| Employer contribution / active EE | $6,915 | $4,850+42.6% | $6,427+7.6% | $2,755+151.0% |
| Participant deferral / active EE | $0 | $7,071-100.0% | $9,131-100.0% | $4,296-100.0% |
| Admin fee / account holder | $551 | $10,483-94.7% | $13,901-96.0% | $6,918-92.0% |