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 | $116,213 | $71,883+61.7% | $86,677+34.1% | $68,494+69.7% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -19.83% | 3.52%-23.4pp | 35.91%-55.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $3,444 | $2,173+58.5% | $2,836+21.4% | $2,596+32.7% |
| Participant deferral / active EE | $7,874 | $3,779+108.4% | $4,656+69.1% | $4,027+95.5% |
| Admin fee / account holder | $2,674 | $6,112-56.3% | $7,493-64.3% | $5,403-50.5% |