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 | $90,167 | $71,883+25.4% | $86,677+4.0% | $68,494+31.6% |
| Participation rate | 87.8% | 72.2%+15.6pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -18.98% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $841 | $2,173-61.3% | $2,836-70.3% | $2,596-67.6% |
| Participant deferral / active EE | $2,387 | $3,779-36.8% | $4,656-48.7% | $4,027-40.7% |
| Admin fee / account holder | $2,258 | $6,112-63.0% | $7,493-69.9% | $5,403-58.2% |