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 | $94,505 | $71,883+31.5% | $86,677+9.0% | $68,494+38.0% |
| Participation rate | 87.7% | 72.2%+15.4pp | 76.6%+11.1pp | 67.9%+19.8pp |
| Annual return | -19.72% | 3.52%-23.2pp | 35.91%-55.6pp | -7.84%-11.9pp |
| Employer contribution / active EE | $3,909 | $2,173+79.9% | $2,836+37.8% | $2,596+50.6% |
| Participant deferral / active EE | $4,602 | $3,779+21.8% | $4,656-1.2% | $4,027+14.3% |
| Admin fee / account holder | $5,770 | $6,112-5.6% | $7,493-23.0% | $5,403+6.8% |