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 | $110,962 | $73,004+52.0% | $90,749+22.3% | $68,494+62.0% |
| Participation rate | 88.5% | 70.8%+17.6pp | 75.7%+12.8pp | 67.9%+20.6pp |
| Annual return | -21.03% | -13.81%-7.2pp | -12.16%-8.9pp | -7.84%-13.2pp |
| Employer contribution / active EE | $3,550 | $2,193+61.9% | $2,921+21.5% | $2,596+36.7% |
| Participant deferral / active EE | $5,231 | $3,627+44.2% | $4,564+14.6% | $4,027+29.9% |
| Admin fee / account holder | $6,868 | $5,896+16.5% | $8,445-18.7% | $5,403+27.1% |