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 | $101,712 | $53,162+91.3% | $91,220+11.5% | $68,494+48.5% |
| Participation rate | 71.4% | 63.2%+8.2pp | 73.2%-1.8pp | 67.9%+3.5pp |
| Annual return | -19.85% | -3.14%-16.7pp | 114.01%-133.9pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,417 | $1,709+99.9% | $2,850+19.9% | $2,596+31.6% |
| Participant deferral / active EE | $3,924 | $2,974+32.0% | $4,234-7.3% | $4,027-2.6% |
| Admin fee / account holder | $9,132 | $4,493+103.2% | $5,420+68.5% | $5,403+69.0% |