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 | $138,760 | $91,538+51.6% | $129,995+6.7% | $75,163+84.6% |
| Participation rate | 72.0% | 71.4%+0.6pp | 78.5%-6.5pp | 67.2%+4.8pp |
| Annual return | 0.69% | -631.11%+631.8pp | -137.18%+137.9pp | 160.62%-159.9pp |
| Employer contribution / active EE | $3,779 | $2,845+32.8% | $4,320-12.5% | $2,670+41.6% |
| Participant deferral / active EE | $3,125 | $4,341-28.0% | $5,820-46.3% | $4,125-24.2% |
| Admin fee / account holder | $3,793 | $6,790-44.1% | $10,614-64.3% | $5,651-32.9% |