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 | $115,811 | $91,538+26.5% | $129,995-10.9% | $75,163+54.1% |
| Participation rate | 84.0% | 71.4%+12.6pp | 78.5%+5.5pp | 67.2%+16.8pp |
| Annual return | 12.15% | -631.11%+643.3pp | -137.18%+149.3pp | 160.62%-148.5pp |
| Employer contribution / active EE | $1,650 | $2,845-42.0% | $4,320-61.8% | $2,670-38.2% |
| Participant deferral / active EE | $5,330 | $4,341+22.8% | $5,820-8.4% | $4,125+29.2% |
| Admin fee / account holder | $762 | $6,790-88.8% | $10,614-92.8% | $5,651-86.5% |