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 | $125,759 | $97,044+29.6% | $83,333+50.9% | $135,375-7.1% |
| Participation rate | 83.3% | 80.4%+2.9pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.73% | 12.31%-22.0pp | 10.63%-20.4pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,774 | $4,143-33.0% | $3,379-17.9% | $4,779-41.9% |
| Participant deferral / active EE | $4,083 | $5,964-31.5% | $5,565-26.6% | $5,609-27.2% |
| Admin fee / account holder | $1,406 | $8,380-83.2% | $7,510-81.3% | $10,827-87.0% |