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 | $117,301 | $57,354+104.5% | $83,848+39.9% | $64,186+82.8% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -9.19% | 11.38%-20.6pp | 850.88%-860.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,917 | $2,545-24.7% | $3,631-47.2% | $2,381-19.5% |
| Participant deferral / active EE | $5,219 | $2,993+74.4% | $4,082+27.9% | $3,470+50.4% |
| Admin fee / account holder | $1,399 | $4,046-65.4% | $5,478-74.5% | $4,888-71.4% |