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 | $80,154 | $54,726+46.5% | $68,793+16.5% | $64,186+24.9% |
| Participation rate | 91.9% | 68.0%+23.9pp | 72.2%+19.7pp | 69.6%+22.3pp |
| Annual return | -8.18% | -1.62%-6.6pp | -4.63%-3.6pp | 7.63%-15.8pp |
| Employer contribution / active EE | $2,114 | $1,846+14.5% | $2,625-19.4% | $2,381-11.2% |
| Participant deferral / active EE | $5,720 | $2,626+117.8% | $3,311+72.8% | $3,470+64.9% |
| Admin fee / account holder | $2,691 | $4,027-33.2% | $5,131-47.5% | $4,888-44.9% |