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 | $131,187 | $99,341+32.1% | $84,750+54.8% | $273,961-52.1% |
| Participation rate | 81.8% | 80.7%+1.1pp | 76.6%+5.2pp | 83.0%-1.2pp |
| Annual return | -5.52% | 22.93%-28.4pp | 22.78%-28.3pp | 41.45%-47.0pp |
| Employer contribution / active EE | $1,717 | $4,214-59.2% | $3,574-52.0% | $4,869-64.7% |
| Participant deferral / active EE | $5,646 | $4,269+32.3% | $3,712+52.1% | $5,287+6.8% |
| Admin fee / account holder | $943 | $6,644-85.8% | $5,332-82.3% | $10,132-90.7% |