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 | $140,223 | $91,538+53.2% | $129,995+7.9% | $75,163+86.6% |
| Participation rate | 82.9% | 71.4%+11.4pp | 78.5%+4.4pp | 67.2%+15.7pp |
| Annual return | -0.76% | -631.11%+630.4pp | -137.18%+136.4pp | 160.62%-161.4pp |
| Employer contribution / active EE | $1,750 | $2,845-38.5% | $4,320-59.5% | $2,670-34.5% |
| Participant deferral / active EE | $4,413 | $4,341+1.6% | $5,820-24.2% | $4,125+7.0% |
| Admin fee / account holder | $3,147 | $6,790-53.7% | $10,614-70.4% | $5,651-44.3% |