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 | $99,222 | $73,933+34.2% | $96,683+2.6% | $75,163+32.0% |
| Participation rate | 90.2% | 66.4%+23.8pp | 74.3%+15.9pp | 67.2%+23.1pp |
| Annual return | -5.84% | 26.70%-32.5pp | 35.69%-41.5pp | 160.62%-166.5pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,835 | $3,659-22.5% | $4,878-41.9% | $4,125-31.3% |
| Admin fee / account holder | $9,986 | $5,216+91.4% | $6,730+48.4% | $5,651+76.7% |