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 | $110,013 | $71,883+53.0% | $86,677+26.9% | $68,494+60.6% |
| Participation rate | 76.0% | 72.2%+3.8pp | 76.6%-0.6pp | 67.9%+8.1pp |
| Annual return | -20.30% | 3.52%-23.8pp | 35.91%-56.2pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,923 | $2,173-11.5% | $2,836-32.2% | $2,596-25.9% |
| Participant deferral / active EE | $3,378 | $3,779-10.6% | $4,656-27.4% | $4,027-16.1% |
| Admin fee / account holder | $10,512 | $6,112+72.0% | $7,493+40.3% | $5,403+94.6% |