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 | $110,769 | $54,726+102.4% | $68,793+61.0% | $64,186+72.6% |
| Participation rate | 92.7% | 68.0%+24.7pp | 72.2%+20.5pp | 69.6%+23.2pp |
| Annual return | -8.98% | -1.62%-7.4pp | -4.63%-4.3pp | 7.63%-16.6pp |
| Employer contribution / active EE | $3,903 | $1,846+111.4% | $2,625+48.7% | $2,381+63.9% |
| Participant deferral / active EE | $7,803 | $2,626+197.1% | $3,311+135.7% | $3,470+124.9% |
| Admin fee / account holder | $2,737 | $4,027-32.0% | $5,131-46.7% | $4,888-44.0% |