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 | $102,727 | $76,000+35.2% | $154,107-33.3% | $64,186+60.0% |
| Participation rate | 81.8% | 70.4%+11.4pp | 83.0%-1.2pp | 69.6%+12.2pp |
| Annual return | -9.13% | 30.32%-39.5pp | 735.12%-744.3pp | 7.63%-16.8pp |
| Employer contribution / active EE | $4,029 | $3,351+20.3% | $5,298-23.9% | $2,381+69.2% |
| Participant deferral / active EE | $3,441 | $3,175+8.4% | $5,081-32.3% | $3,470-0.8% |
| Admin fee / account holder | $1,088 | $5,596-80.6% | $13,411-91.9% | $4,888-77.7% |