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 | $102,397 | $71,883+42.4% | $86,677+18.1% | $68,494+49.5% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -21.81% | 3.52%-25.3pp | 35.91%-57.7pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,363 | $2,173+8.7% | $2,836-16.7% | $2,596-9.0% |
| Participant deferral / active EE | $4,592 | $3,779+21.5% | $4,656-1.4% | $4,027+14.0% |
| Admin fee / account holder | $5,879 | $6,112-3.8% | $7,493-21.5% | $5,403+8.8% |