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 | $100,865 | $71,883+40.3% | $86,677+16.4% | $68,494+47.3% |
| Participation rate | 73.5% | 72.2%+1.2pp | 76.6%-3.1pp | 67.9%+5.6pp |
| Annual return | -32.08% | 3.52%-35.6pp | 35.91%-68.0pp | -7.84%-24.2pp |
| Employer contribution / active EE | $985 | $2,173-54.7% | $2,836-65.3% | $2,596-62.1% |
| Participant deferral / active EE | $4,978 | $3,779+31.8% | $4,656+6.9% | $4,027+23.6% |
| Admin fee / account holder | $3,749 | $6,112-38.7% | $7,493-50.0% | $5,403-30.6% |