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 | $100,518 | $62,586+60.6% | $76,768+30.9% | $64,186+56.6% |
| Participation rate | 73.1% | 72.8%+0.3pp | 77.0%-3.9pp | 69.6%+3.5pp |
| Annual return | -10.85% | -1.95%-8.9pp | 2.43%-13.3pp | 7.63%-18.5pp |
| Employer contribution / active EE | $2,400 | $1,832+31.0% | $2,485-3.4% | $2,381+0.8% |
| Participant deferral / active EE | $5,743 | $3,145+82.6% | $3,852+49.1% | $3,470+65.5% |
| Admin fee / account holder | $3,714 | $4,667-20.4% | $6,675-44.4% | $4,888-24.0% |