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 | $114,999 | $71,883+60.0% | $86,677+32.7% | $68,494+67.9% |
| Participation rate | 88.1% | 72.2%+15.9pp | 76.6%+11.5pp | 67.9%+20.2pp |
| Annual return | -21.55% | 3.52%-25.1pp | 35.91%-57.5pp | -7.84%-13.7pp |
| Employer contribution / active EE | $2,141 | $2,173-1.5% | $2,836-24.5% | $2,596-17.5% |
| Participant deferral / active EE | $5,434 | $3,779+43.8% | $4,656+16.7% | $4,027+34.9% |
| Admin fee / account holder | $5,325 | $6,112-12.9% | $7,493-28.9% | $5,403-1.4% |