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 | $103,132 | $73,004+41.3% | $90,749+13.6% | $68,494+50.6% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -20.22% | -13.81%-6.4pp | -12.16%-8.1pp | -7.84%-12.4pp |
| Employer contribution / active EE | $3,890 | $2,193+77.4% | $2,921+33.2% | $2,596+49.8% |
| Participant deferral / active EE | $3,916 | $3,627+8.0% | $4,564-14.2% | $4,027-2.8% |
| Admin fee / account holder | $6,039 | $5,896+2.4% | $8,445-28.5% | $5,403+11.8% |