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 | $138,976 | $77,813+78.6% | $123,544+12.5% | $64,186+116.5% |
| Participation rate | 84.0% | 74.7%+9.3pp | 82.3%+1.7pp | 69.6%+14.4pp |
| Annual return | -10.55% | 12.48%-23.0pp | 119.20%-129.7pp | 7.63%-18.2pp |
| Employer contribution / active EE | $3,677 | $3,014+22.0% | $4,628-20.5% | $2,381+54.5% |
| Participant deferral / active EE | $6,483 | $5,240+23.7% | $6,426+0.9% | $3,470+86.8% |
| Admin fee / account holder | $8,337 | $5,519+51.1% | $9,284-10.2% | $4,888+70.5% |