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 | $84,223 | $57,354+46.8% | $83,848+0.4% | $64,186+31.2% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.2pp | 69.6%+28.8pp |
| Annual return | -8.76% | 11.38%-20.1pp | 850.88%-859.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,630 | $2,545+3.3% | $3,631-27.6% | $2,381+10.5% |
| Participant deferral / active EE | $5,365 | $2,993+79.3% | $4,082+31.5% | $3,470+54.6% |
| Admin fee / account holder | $1,692 | $4,046-58.2% | $5,478-69.1% | $4,888-65.4% |