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 | $87,219 | $71,883+21.3% | $86,677+0.6% | $68,494+27.3% |
| Participation rate | 81.1% | 72.2%+8.9pp | 76.6%+4.6pp | 67.9%+13.2pp |
| Annual return | -19.60% | 3.52%-23.1pp | 35.91%-55.5pp | -7.84%-11.8pp |
| Employer contribution / active EE | $7,251 | $2,173+233.7% | $2,836+155.6% | $2,596+179.3% |
| Participant deferral / active EE | $4,254 | $3,779+12.6% | $4,656-8.6% | $4,027+5.6% |
| Admin fee / account holder | $1,747 | $6,112-71.4% | $7,493-76.7% | $5,403-67.7% |