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 | $84,412 | $57,354+47.2% | $83,848+0.7% | $64,186+31.5% |
| Participation rate | 93.1% | 68.6%+24.5pp | 76.1%+17.0pp | 69.6%+23.5pp |
| Annual return | -9.14% | 11.38%-20.5pp | 850.88%-860.0pp | 7.63%-16.8pp |
| Employer contribution / active EE | $2,877 | $2,545+13.0% | $3,631-20.8% | $2,381+20.8% |
| Participant deferral / active EE | $7,796 | $2,993+160.5% | $4,082+91.0% | $3,470+124.7% |
| Admin fee / account holder | $2,029 | $4,046-49.9% | $5,478-63.0% | $4,888-58.5% |