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 | $132,048 | $50,958+159.1% | $74,550+77.1% | $64,186+105.7% |
| Participation rate | 79.4% | 61.1%+18.4pp | 69.1%+10.3pp | 69.6%+9.8pp |
| Annual return | -8.35% | -1.86%-6.5pp | 32.53%-40.9pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,313 | $1,115+107.4% | $1,961+18.0% | $2,381-2.8% |
| Participant deferral / active EE | $3,980 | $2,301+72.9% | $3,108+28.0% | $3,470+14.7% |
| Admin fee / account holder | $1,433 | $4,223-66.1% | $5,060-71.7% | $4,888-70.7% |