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 | $93,172 | $71,883+29.6% | $86,677+7.5% | $68,494+36.0% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -19.56% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,418 | $2,173-34.8% | $2,836-50.0% | $2,596-45.4% |
| Participant deferral / active EE | $4,622 | $3,779+22.3% | $4,656-0.7% | $4,027+14.8% |
| Admin fee / account holder | $5,979 | $6,112-2.2% | $7,493-20.2% | $5,403+10.7% |