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 | $159,876 | $78,422+103.9% | $95,952+66.6% | $79,858+100.2% |
| Participation rate | 96.2% | 73.5%+22.7pp | 77.1%+19.1pp | 69.6%+26.5pp |
| Annual return | -22.03% | 19.37%-41.4pp | 91.61%-113.6pp | 31.71%-53.7pp |
| Employer contribution / active EE | $1,302 | $1,945-33.1% | $2,541-48.8% | $2,471-47.3% |
| Participant deferral / active EE | $3,200 | $3,440-7.0% | $4,167-23.2% | $3,740-14.4% |
| Admin fee / account holder | $6,454 | $5,622+14.8% | $6,795-5.0% | $5,306+21.6% |