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 | $98,741 | $73,004+35.3% | $90,749+8.8% | $68,494+44.2% |
| Participation rate | 93.3% | 70.8%+22.5pp | 75.7%+17.6pp | 67.9%+25.4pp |
| Annual return | -24.29% | -13.81%-10.5pp | -12.16%-12.1pp | -7.84%-16.4pp |
| Employer contribution / active EE | $1,436 | $2,193-34.5% | $2,921-50.9% | $2,596-44.7% |
| Participant deferral / active EE | $3,687 | $3,627+1.7% | $4,564-19.2% | $4,027-8.4% |
| Admin fee / account holder | $8,114 | $5,896+37.6% | $8,445-3.9% | $5,403+50.2% |