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 | $117,348 | $50,958+130.3% | $74,550+57.4% | $64,186+82.8% |
| Participation rate | 84.6% | 61.1%+23.6pp | 69.1%+15.5pp | 69.6%+15.0pp |
| Annual return | -8.09% | -1.86%-6.2pp | 32.53%-40.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $974 | $1,115-12.6% | $1,961-50.3% | $2,381-59.1% |
| Participant deferral / active EE | $4,007 | $2,301+74.1% | $3,108+28.9% | $3,470+15.5% |
| Admin fee / account holder | $5,658 | $4,223+34.0% | $5,060+11.8% | $4,888+15.8% |