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 | $139,634 | $76,401+82.8% | $106,387+31.3% | $64,186+117.5% |
| Participation rate | 73.2% | 73.5%-0.3pp | 77.5%-4.2pp | 69.6%+3.7pp |
| Annual return | -8.97% | -2.19%-6.8pp | 0.25%-9.2pp | 7.63%-16.6pp |
| Employer contribution / active EE | $0 | $2,680-100.0% | $3,520-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $10,368 | $4,274+142.6% | $5,421+91.2% | $3,470+198.8% |
| Admin fee / account holder | $1,774 | $4,610-61.5% | $7,510-76.4% | $4,888-63.7% |