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 | $83,123 | $48,265+72.2% | $68,791+20.8% | $68,494+21.4% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -20.34% | -12.71%-7.6pp | -6.38%-14.0pp | -7.84%-12.5pp |
| Employer contribution / active EE | $1,428 | $1,829-21.9% | $2,655-46.2% | $2,596-45.0% |
| Participant deferral / active EE | $5,293 | $2,867+84.6% | $3,941+34.3% | $4,027+31.4% |
| Admin fee / account holder | $6,117 | $4,355+40.4% | $4,932+24.0% | $5,403+13.2% |