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 | $133,154 | $71,883+85.2% | $86,677+53.6% | $68,494+94.4% |
| Participation rate | 89.1% | 72.2%+16.9pp | 76.6%+12.5pp | 67.9%+21.2pp |
| Annual return | -19.04% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.2pp |
| Employer contribution / active EE | $2,515 | $2,173+15.8% | $2,836-11.3% | $2,596-3.1% |
| Participant deferral / active EE | $7,296 | $3,779+93.1% | $4,656+56.7% | $4,027+81.2% |
| Admin fee / account holder | $2,323 | $6,112-62.0% | $7,493-69.0% | $5,403-57.0% |