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 | $129,881 | $52,836+145.8% | $105,738+22.8% | $64,186+102.4% |
| Participation rate | 83.3% | 66.5%+16.8pp | 76.3%+7.0pp | 69.6%+13.8pp |
| Annual return | -8.20% | 14.30%-22.5pp | 6.27%-14.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $926 | $1,827-49.3% | $3,268-71.7% | $2,381-61.1% |
| Participant deferral / active EE | $3,178 | $2,545+24.8% | $4,080-22.1% | $3,470-8.4% |
| Admin fee / account holder | $3,781 | $3,959-4.5% | $6,913-45.3% | $4,888-22.6% |