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 7-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 | $77,415 | $56,357+37.4% | $104,294-25.8% | $68,494+13.0% |
| Participation rate | 88.2% | 63.3%+25.0pp | 73.3%+15.0pp | 67.9%+20.3pp |
| Annual return | -19.84% | -9.19%-10.7pp | 24.61%-44.5pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,242 | $1,960+65.4% | $3,372-3.8% | $2,596+24.9% |
| Participant deferral / active EE | $6,253 | $3,077+103.2% | $4,625+35.2% | $4,027+55.3% |
| Admin fee / account holder | $7,571 | $4,903+54.4% | $7,339+3.1% | $5,403+40.1% |