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 | $122,936 | $64,707+90.0% | $112,228+9.5% | $68,494+79.5% |
| Participation rate | 95.0% | 67.2%+27.8pp | 75.1%+19.9pp | 67.9%+27.1pp |
| Annual return | -26.98% | -11.40%-15.6pp | 27.45%-54.4pp | -7.84%-19.1pp |
| Employer contribution / active EE | $2,976 | $2,746+8.4% | $3,635-18.1% | $2,596+14.6% |
| Participant deferral / active EE | $2,915 | $3,565-18.2% | $4,728-38.3% | $4,027-27.6% |
| Admin fee / account holder | $2,704 | $5,232-48.3% | $6,410-57.8% | $5,403-49.9% |