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 | $124,416 | $91,538+35.9% | $129,995-4.3% | $75,163+65.5% |
| Participation rate | 86.1% | 71.4%+14.7pp | 78.5%+7.6pp | 67.2%+18.9pp |
| Annual return | 3.40% | -631.11%+634.5pp | -137.18%+140.6pp | 160.62%-157.2pp |
| Employer contribution / active EE | $3,194 | $2,845+12.3% | $4,320-26.0% | $2,670+19.7% |
| Participant deferral / active EE | $3,028 | $4,341-30.3% | $5,820-48.0% | $4,125-26.6% |
| Admin fee / account holder | $9,700 | $6,790+42.8% | $10,614-8.6% | $5,651+71.6% |