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 | $106,369 | $72,277+47.2% | $101,248+5.1% | $79,858+33.2% |
| Participation rate | 78.0% | 68.5%+9.5pp | 75.8%+2.2pp | 69.6%+8.4pp |
| Annual return | -12.22% | 22.30%-34.5pp | 46.47%-58.7pp | 31.71%-43.9pp |
| Employer contribution / active EE | $5,538 | $2,692+105.7% | $3,660+51.3% | $2,471+124.1% |
| Participant deferral / active EE | $7,299 | $3,282+122.4% | $4,370+67.0% | $3,740+95.2% |
| Admin fee / account holder | $7,845 | $4,400+78.3% | $5,945+31.9% | $5,306+47.8% |