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 | $86,836 | $64,707+34.2% | $112,228-22.6% | $68,494+26.8% |
| Participation rate | 79.4% | 67.2%+12.3pp | 75.1%+4.4pp | 67.9%+11.5pp |
| Annual return | -23.65% | -11.40%-12.2pp | 27.45%-51.1pp | -7.84%-15.8pp |
| Employer contribution / active EE | $1,983 | $2,746-27.8% | $3,635-45.4% | $2,596-23.6% |
| Participant deferral / active EE | $4,955 | $3,565+39.0% | $4,728+4.8% | $4,027+23.0% |
| Admin fee / account holder | $4,792 | $5,232-8.4% | $6,410-25.2% | $5,403-11.3% |