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 | $77,419 | $50,958+51.9% | $74,550+3.8% | $64,186+20.6% |
| Participation rate | 71.4% | 61.1%+10.4pp | 69.1%+2.3pp | 69.6%+1.9pp |
| Annual return | -8.14% | -1.86%-6.3pp | 32.53%-40.7pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,184 | $1,115+6.2% | $1,961-39.6% | $2,381-50.3% |
| Participant deferral / active EE | $3,259 | $2,301+41.6% | $3,108+4.9% | $3,470-6.1% |
| Admin fee / account holder | $1,155 | $4,223-72.6% | $5,060-77.2% | $4,888-76.4% |