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 | $102,018 | $53,596+90.3% | $90,645+12.5% | $64,186+58.9% |
| Participation rate | 93.1% | 64.5%+28.6pp | 74.0%+19.1pp | 69.6%+23.5pp |
| Annual return | -8.65% | 4.41%-13.1pp | 1.88%-10.5pp | 7.63%-16.3pp |
| Employer contribution / active EE | $2,630 | $1,503+75.0% | $2,532+3.9% | $2,381+10.5% |
| Participant deferral / active EE | $5,787 | $2,459+135.4% | $3,425+69.0% | $3,470+66.8% |
| Admin fee / account holder | $2,616 | $3,868-32.4% | $4,994-47.6% | $4,888-46.5% |