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 | $104,024 | $71,883+44.7% | $86,677+20.0% | $68,494+51.9% |
| Participation rate | 76.7% | 72.2%+4.5pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -19.89% | 3.52%-23.4pp | 35.91%-55.8pp | -7.84%-12.0pp |
| Employer contribution / active EE | $1,778 | $2,173-18.2% | $2,836-37.3% | $2,596-31.5% |
| Participant deferral / active EE | $7,559 | $3,779+100.0% | $4,656+62.4% | $4,027+87.7% |
| Admin fee / account holder | $2,130 | $6,112-65.1% | $7,493-71.6% | $5,403-60.6% |