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 | $118,681 | $94,529+25.5% | $140,016-15.2% | $64,186+84.9% |
| Participation rate | 91.4% | 84.1%+7.3pp | 87.5%+3.9pp | 69.6%+21.9pp |
| Annual return | -7.50% | 7.77%-15.3pp | 651.12%-658.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $4,255 | $3,812+11.6% | $5,606-24.1% | $2,381+78.7% |
| Participant deferral / active EE | $4,095 | $5,250-22.0% | $6,927-40.9% | $3,470+18.0% |
| Admin fee / account holder | $1,076 | $6,741-84.0% | $10,705-90.0% | $4,888-78.0% |