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 | $60,921 | $77,813-21.7% | $123,544-50.7% | $64,186-5.1% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -8.95% | 12.48%-21.4pp | 119.20%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,122 | $3,014-62.8% | $4,628-75.7% | $2,381-52.9% |
| Participant deferral / active EE | $6,125 | $5,240+16.9% | $6,426-4.7% | $3,470+76.6% |
| Admin fee / account holder | $5,271 | $5,519-4.5% | $9,284-43.2% | $4,888+7.8% |