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 | $81,418 | $94,529-13.9% | $140,016-41.9% | $64,186+26.8% |
| Participation rate | 93.3% | 84.1%+9.2pp | 87.5%+5.8pp | 69.6%+23.8pp |
| Annual return | -10.86% | 7.77%-18.6pp | 651.12%-662.0pp | 7.63%-18.5pp |
| Employer contribution / active EE | $1,490 | $3,812-60.9% | $5,606-73.4% | $2,381-37.4% |
| Participant deferral / active EE | $3,071 | $5,250-41.5% | $6,927-55.7% | $3,470-11.5% |
| Admin fee / account holder | $2,580 | $6,741-61.7% | $10,705-75.9% | $4,888-47.2% |