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 | $79,874 | $72,404+10.3% | $110,238-27.5% | $64,186+24.4% |
| Participation rate | 75.6% | 73.3%+2.2pp | 79.8%-4.3pp | 69.6%+6.0pp |
| Annual return | -8.16% | -6.29%-1.9pp | 314.74%-322.9pp | 7.63%-15.8pp |
| Employer contribution / active EE | $675 | $2,282-70.4% | $3,826-82.4% | $2,381-71.6% |
| Participant deferral / active EE | $3,271 | $3,469-5.7% | $4,672-30.0% | $3,470-5.7% |
| Admin fee / account holder | $10,651 | $5,664+88.0% | $8,547+24.6% | $4,888+117.9% |