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 | $132,898 | $56,484+135.3% | $169,463-21.6% | $64,186+107.1% |
| Participation rate | 76.9% | 64.5%+12.4pp | 77.8%-0.9pp | 69.6%+7.4pp |
| Annual return | -8.27% | -1.55%-6.7pp | 1.83%-10.1pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,749 | $1,832+50.0% | $4,159-33.9% | $2,381+15.5% |
| Participant deferral / active EE | $8,287 | $3,448+140.3% | $5,277+57.0% | $3,470+138.8% |
| Admin fee / account holder | $1,341 | $4,174-67.9% | $9,109-85.3% | $4,888-72.6% |