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 | $95,569 | $76,000+25.7% | $154,107-38.0% | $64,186+48.9% |
| Participation rate | 96.2% | 70.4%+25.8pp | 83.0%+13.2pp | 69.6%+26.7pp |
| Annual return | -8.14% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,792 | $3,351-16.7% | $5,298-47.3% | $2,381+17.3% |
| Participant deferral / active EE | $4,894 | $3,175+54.1% | $5,081-3.7% | $3,470+41.0% |
| Admin fee / account holder | $1,443 | $5,596-74.2% | $13,411-89.2% | $4,888-70.5% |