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 | $96,647 | $77,730+24.3% | $70,164+37.7% | $139,434-30.7% |
| Participation rate | 94.4% | 83.2%+11.3pp | 78.8%+15.6pp | 80.3%+14.1pp |
| Annual return | -5.66% | 18.98%-24.6pp | 18.87%-24.5pp | 372.94%-378.6pp |
| Employer contribution / active EE | $6,396 | $4,990+28.2% | $4,287+49.2% | $4,751+34.6% |
| Participant deferral / active EE | $0 | $6,448-100.0% | $5,395-100.0% | $6,710-100.0% |
| Admin fee / account holder | $3,957 | $5,368-26.3% | $4,561-13.2% | $11,403-65.3% |