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 | $91,132 | $42,894+112.5% | $60,874+49.7% | $68,494+33.0% |
| Participation rate | 96.5% | 66.8%+29.7pp | 73.1%+23.4pp | 67.9%+28.6pp |
| Annual return | -21.39% | -13.98%-7.4pp | 16.90%-38.3pp | -7.84%-13.6pp |
| Employer contribution / active EE | $3,374 | $1,978+70.6% | $2,701+24.9% | $2,596+30.0% |
| Participant deferral / active EE | $4,521 | $2,867+57.7% | $3,817+18.5% | $4,027+12.3% |
| Admin fee / account holder | $9,488 | $3,101+206.0% | $3,224+194.3% | $5,403+75.6% |