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 | $183,164 | $92,222+98.6% | $76,768+138.6% | $135,375+35.3% |
| Participation rate | 85.7% | 79.8%+5.9pp | 77.0%+8.8pp | 82.6%+3.1pp |
| Annual return | -8.98% | 5.46%-14.4pp | 2.43%-11.4pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,733 | $3,216-46.1% | $2,485-30.3% | $4,779-63.7% |
| Participant deferral / active EE | $8,134 | $4,509+80.4% | $3,852+111.2% | $5,609+45.0% |
| Admin fee / account holder | $893 | $10,748-91.7% | $6,675-86.6% | $10,827-91.7% |