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 | $128,068 | $69,977+83.0% | $108,579+17.9% | $62,891+103.6% |
| Participation rate | 82.8% | 72.9%+9.9pp | 79.6%+3.2pp | 69.3%+13.5pp |
| Annual return | -1.28% | 10.73%-12.0pp | -51.70%+50.4pp | 20.14%-21.4pp |
| Employer contribution / active EE | $615 | $2,135-71.2% | $3,758-83.6% | $2,281-73.0% |
| Participant deferral / active EE | $6,151 | $3,165+94.4% | $4,311+42.7% | $3,203+92.1% |
| Admin fee / account holder | $14,795 | $5,076+191.4% | $7,645+93.5% | $4,296+244.4% |