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 | $61,571 | $56,357+9.3% | $104,294-41.0% | $68,494-10.1% |
| Participation rate | 96.8% | 63.3%+33.5pp | 73.3%+23.5pp | 67.9%+28.9pp |
| Annual return | -19.50% | -9.19%-10.3pp | 24.61%-44.1pp | -7.84%-11.7pp |
| Employer contribution / active EE | $6,899 | $1,960+252.0% | $3,372+104.6% | $2,596+165.7% |
| Participant deferral / active EE | $5,605 | $3,077+82.2% | $4,625+21.2% | $4,027+39.2% |
| Admin fee / account holder | $905 | $4,903-81.5% | $7,339-87.7% | $5,403-83.3% |