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 | $133,600 | $82,664+61.6% | $125,339+6.6% | $68,494+95.1% |
| Participation rate | 94.9% | 75.0%+19.9pp | 82.4%+12.5pp | 67.9%+27.0pp |
| Annual return | -20.00% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.2pp |
| Employer contribution / active EE | $897 | $3,381-73.5% | $4,814-81.4% | $2,596-65.4% |
| Participant deferral / active EE | $21,195 | $6,110+246.9% | $7,446+184.6% | $4,027+426.3% |
| Admin fee / account holder | $4,882 | $6,275-22.2% | $10,010-51.2% | $5,403-9.6% |