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 | $88,381 | $72,277+22.3% | $101,248-12.7% | $79,858+10.7% |
| Participation rate | 85.4% | 68.5%+17.0pp | 75.8%+9.6pp | 69.6%+15.8pp |
| Annual return | -8.55% | 22.30%-30.8pp | 46.47%-55.0pp | 31.71%-40.3pp |
| Employer contribution / active EE | $8,252 | $2,692+206.6% | $3,660+125.5% | $2,471+234.0% |
| Participant deferral / active EE | $1,994 | $3,282-39.2% | $4,370-54.4% | $3,740-46.7% |
| Admin fee / account holder | $13,271 | $4,400+201.6% | $5,945+123.2% | $5,306+150.1% |