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 | $83,150 | $43,327+91.9% | $59,878+38.9% | $64,186+29.5% |
| Participation rate | 81.8% | 69.2%+12.7pp | 74.7%+7.1pp | 69.6%+12.2pp |
| Annual return | -7.95% | -1.55%-6.4pp | 3.46%-11.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $3,065 | $2,028+51.1% | $2,722+12.6% | $2,381+28.8% |
| Participant deferral / active EE | $9,219 | $2,546+262.1% | $3,402+171.0% | $3,470+165.7% |
| Admin fee / account holder | $390 | $3,005-87.0% | $3,590-89.1% | $4,888-92.0% |