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 | $112,007 | $81,900+36.8% | $119,609-6.4% | $68,494+63.5% |
| Participation rate | 81.6% | 71.9%+9.7pp | 79.3%+2.3pp | 67.9%+13.7pp |
| Annual return | -19.64% | -23.82%+4.2pp | -14.97%-4.7pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,702 | $2,693+37.4% | $4,232-12.5% | $2,596+42.6% |
| Participant deferral / active EE | $10,874 | $4,148+162.2% | $5,602+94.1% | $4,027+170.0% |
| Admin fee / account holder | $2,724 | $6,582-58.6% | $10,323-73.6% | $5,403-49.6% |