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 | $117,196 | $62,586+87.3% | $76,768+52.7% | $64,186+82.6% |
| Participation rate | 82.1% | 72.8%+9.3pp | 77.0%+5.2pp | 69.6%+12.6pp |
| Annual return | -7.63% | -1.95%-5.7pp | 2.43%-10.1pp | 7.63%-15.3pp |
| Employer contribution / active EE | $2,249 | $1,832+22.8% | $2,485-9.5% | $2,381-5.5% |
| Participant deferral / active EE | $3,010 | $3,145-4.3% | $3,852-21.8% | $3,470-13.2% |
| Admin fee / account holder | $13,831 | $4,667+196.4% | $6,675+107.2% | $4,888+182.9% |