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 | $94,830 | $71,883+31.9% | $86,677+9.4% | $68,494+38.4% |
| Participation rate | 97.6% | 72.2%+25.3pp | 76.6%+21.0pp | 67.9%+29.7pp |
| Annual return | -18.93% | 3.52%-22.5pp | 35.91%-54.8pp | -7.84%-11.1pp |
| Employer contribution / active EE | $7,305 | $2,173+236.2% | $2,836+157.5% | $2,596+181.3% |
| Participant deferral / active EE | $5,006 | $3,779+32.5% | $4,656+7.5% | $4,027+24.3% |
| Admin fee / account holder | $2,349 | $6,112-61.6% | $7,493-68.7% | $5,403-56.5% |