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 | $88,325 | $71,883+22.9% | $86,677+1.9% | $68,494+29.0% |
| Participation rate | 77.8% | 72.2%+5.5pp | 76.6%+1.2pp | 67.9%+9.9pp |
| Annual return | -20.88% | 3.52%-24.4pp | 35.91%-56.8pp | -7.84%-13.0pp |
| Employer contribution / active EE | $995 | $2,173-54.2% | $2,836-64.9% | $2,596-61.7% |
| Participant deferral / active EE | $4,964 | $3,779+31.4% | $4,656+6.6% | $4,027+23.3% |
| Admin fee / account holder | $14,483 | $6,112+137.0% | $7,493+93.3% | $5,403+168.1% |