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 | $85,372 | $71,480+19.4% | $90,782-6.0% | $64,186+33.0% |
| Participation rate | 98.0% | 77.6%+20.5pp | 82.7%+15.4pp | 69.6%+28.5pp |
| Annual return | -7.88% | -4.25%-3.6pp | -3.42%-4.5pp | 7.63%-15.5pp |
| Employer contribution / active EE | $8,673 | $3,415+154.0% | $4,105+111.3% | $2,381+264.3% |
| Participant deferral / active EE | $3,945 | $4,302-8.3% | $5,366-26.5% | $3,470+13.7% |
| Admin fee / account holder | $5,930 | $6,309-6.0% | $5,908+0.4% | $4,888+21.3% |