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 | $203,676 | $131,829+54.5% | $108,579+87.6% | $273,961-25.7% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.6%+9.3pp | 83.0%+5.9pp |
| Annual return | -2.20% | -91.57%+89.4pp | -51.70%+49.5pp | 41.45%-43.7pp |
| Employer contribution / active EE | $3,207 | $4,912-34.7% | $3,758-14.7% | $4,869-34.1% |
| Participant deferral / active EE | $7,441 | $5,127+45.1% | $4,311+72.6% | $5,287+40.7% |
| Admin fee / account holder | $1,225 | $10,252-88.1% | $7,645-84.0% | $10,132-87.9% |