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 | $105,590 | $64,707+63.2% | $112,228-5.9% | $68,494+54.2% |
| Participation rate | 86.2% | 67.2%+19.1pp | 75.1%+11.1pp | 67.9%+18.3pp |
| Annual return | -23.30% | -11.40%-11.9pp | 27.45%-50.7pp | -7.84%-15.5pp |
| Employer contribution / active EE | $2,401 | $2,746-12.6% | $3,635-33.9% | $2,596-7.5% |
| Participant deferral / active EE | $5,634 | $3,565+58.1% | $4,728+19.2% | $4,027+39.9% |
| Admin fee / account holder | $337 | $5,232-93.6% | $6,410-94.7% | $5,403-93.8% |