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 | $114,810 | $64,707+77.4% | $112,228+2.3% | $68,494+67.6% |
| Participation rate | 96.0% | 67.2%+28.8pp | 75.1%+20.9pp | 67.9%+28.1pp |
| Annual return | -23.73% | -11.40%-12.3pp | 27.45%-51.2pp | -7.84%-15.9pp |
| Employer contribution / active EE | $3,948 | $2,746+43.8% | $3,635+8.6% | $2,596+52.1% |
| Participant deferral / active EE | $7,087 | $3,565+98.8% | $4,728+49.9% | $4,027+76.0% |
| Admin fee / account holder | $1,277 | $5,232-75.6% | $6,410-80.1% | $5,403-76.4% |