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 | $75,019 | $62,586+19.9% | $76,768-2.3% | $64,186+16.9% |
| Participation rate | 76.7% | 72.8%+3.9pp | 77.0%-0.3pp | 69.6%+7.1pp |
| Annual return | -9.68% | -1.95%-7.7pp | 2.43%-12.1pp | 7.63%-17.3pp |
| Employer contribution / active EE | $2,652 | $1,832+44.8% | $2,485+6.7% | $2,381+11.4% |
| Participant deferral / active EE | $6,153 | $3,145+95.7% | $3,852+59.7% | $3,470+77.3% |
| Admin fee / account holder | $1,933 | $4,667-58.6% | $6,675-71.0% | $4,888-60.5% |