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 | $94,899 | $79,633+19.2% | $93,789+1.2% | $68,494+38.6% |
| Participation rate | 90.9% | 75.4%+15.5pp | 81.0%+10.0pp | 67.9%+23.0pp |
| Annual return | -19.12% | -0.10%-19.0pp | -11.33%-7.8pp | -7.84%-11.3pp |
| Employer contribution / active EE | $8,155 | $3,665+122.5% | $4,323+88.7% | $2,596+214.1% |
| Participant deferral / active EE | $15,208 | $5,158+194.9% | $6,094+149.5% | $4,027+277.6% |
| Admin fee / account holder | $4,574 | $6,871-33.4% | $7,195-36.4% | $5,403-15.3% |