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 | $131,201 | $86,699+51.3% | $73,307+79.0% | $125,391+4.6% |
| Participation rate | 86.7% | 78.6%+8.0pp | 74.9%+11.8pp | 83.2%+3.5pp |
| Annual return | -4.89% | 2.78%-7.7pp | 5.67%-10.6pp | 282.22%-287.1pp |
| Employer contribution / active EE | $14,386 | $4,152+246.5% | $3,237+344.4% | $4,866+195.6% |
| Participant deferral / active EE | $10,137 | $5,550+82.7% | $4,991+103.1% | $5,352+89.4% |
| Admin fee / account holder | $6,143 | $7,771-21.0% | $5,637+9.0% | $9,540-35.6% |