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 | $72,787 | $82,032-11.3% | $123,104-40.9% | $59,632+22.1% |
| Participation rate | 97.8% | 83.2%+14.6pp | 86.8%+11.0pp | 68.7%+29.1pp |
| Annual return | -2.45% | 5.12%-7.6pp | 13.22%-15.7pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $3,141 | $3,297-4.7% | $5,151-39.0% | $2,203+42.6% |
| Participant deferral / active EE | $7,658 | $4,667+64.1% | $6,230+22.9% | $3,192+139.9% |
| Admin fee / account holder | $1,959 | $5,881-66.7% | $9,015-78.3% | $4,297-54.4% |