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 | $131,449 | $105,630+24.4% | $87,507+50.2% | $273,961-52.0% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | -2.72% | 12.25%-15.0pp | 12.21%-14.9pp | 41.45%-44.2pp |
| Employer contribution / active EE | $924 | $3,141-70.6% | $2,550-63.8% | $4,869-81.0% |
| Participant deferral / active EE | $1,255 | $3,601-65.2% | $3,149-60.2% | $5,287-76.3% |
| Admin fee / account holder | $305 | $4,781-93.6% | $4,221-92.8% | $10,132-97.0% |