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 | $90,502 | $65,365+38.5% | $92,893-2.6% | $72,985+24.0% |
| Participation rate | 96.4% | 68.3%+28.1pp | 76.0%+20.4pp | 69.5%+26.9pp |
| Annual return | -2.98% | 42.10%-45.1pp | 109.41%-112.4pp | 81.00%-84.0pp |
| Employer contribution / active EE | $1,786 | $2,594-31.2% | $3,653-51.1% | $2,440-26.8% |
| Participant deferral / active EE | $2,621 | $3,128-16.2% | $4,236-38.1% | $3,607-27.4% |
| Admin fee / account holder | $2,963 | $4,251-30.3% | $5,794-48.9% | $5,124-42.2% |