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 | $163,125 | $95,862+70.2% | $79,550+105.1% | $134,475+21.3% |
| Participation rate | 73.7% | 75.0%-1.4pp | 69.5%+4.2pp | 81.2%-7.5pp |
| Annual return | -20.73% | -2.69%-18.0pp | 0.16%-20.9pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,755 | $3,128-43.9% | $2,413-27.3% | $4,740-63.0% |
| Participant deferral / active EE | $5,983 | $4,693+27.5% | $3,985+50.1% | $6,400-6.5% |
| Admin fee / account holder | $1,073 | $9,126-88.2% | $6,832-84.3% | $11,426-90.6% |