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 | $123,963 | $64,707+91.6% | $112,228+10.5% | $68,494+81.0% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | -21.34% | -11.40%-9.9pp | 27.45%-48.8pp | -7.84%-13.5pp |
| Employer contribution / active EE | $2,655 | $2,746-3.3% | $3,635-27.0% | $2,596+2.3% |
| Participant deferral / active EE | $3,382 | $3,565-5.1% | $4,728-28.5% | $4,027-16.0% |
| Admin fee / account holder | $6,055 | $5,232+15.7% | $6,410-5.5% | $5,403+12.1% |