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 | $94,253 | $85,790+9.9% | $67,313+40.0% | $135,375-30.4% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -11.14% | -0.54%-10.6pp | -4.08%-7.1pp | 519.73%-530.9pp |
| Employer contribution / active EE | $1,863 | $3,487-46.6% | $2,566-27.4% | $4,779-61.0% |
| Participant deferral / active EE | $3,726 | $4,651-19.9% | $3,568+4.4% | $5,609-33.6% |
| Admin fee / account holder | $2,634 | $6,392-58.8% | $4,507-41.6% | $10,827-75.7% |