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 | $92,323 | $71,883+28.4% | $86,677+6.5% | $68,494+34.8% |
| Participation rate | 95.8% | 72.2%+23.6pp | 76.6%+19.3pp | 67.9%+27.9pp |
| Annual return | -18.99% | 3.52%-22.5pp | 35.91%-54.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,129 | $2,173+44.0% | $2,836+10.3% | $2,596+20.5% |
| Participant deferral / active EE | $5,990 | $3,779+58.5% | $4,656+28.7% | $4,027+48.7% |
| Admin fee / account holder | $1,012 | $6,112-83.4% | $7,493-86.5% | $5,403-81.3% |