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 | $109,115 | $77,813+40.2% | $123,544-11.7% | $64,186+70.0% |
| Participation rate | 87.7% | 74.7%+13.0pp | 82.3%+5.4pp | 69.6%+18.1pp |
| Annual return | -8.46% | 12.48%-20.9pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $3,818 | $3,014+26.7% | $4,628-17.5% | $2,381+60.4% |
| Participant deferral / active EE | $8,446 | $5,240+61.2% | $6,426+31.4% | $3,470+143.4% |
| Admin fee / account holder | $6,702 | $5,519+21.4% | $9,284-27.8% | $4,888+37.1% |