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 | $67,421 | $50,958+32.3% | $74,550-9.6% | $64,186+5.0% |
| Participation rate | 93.3% | 61.1%+32.3pp | 69.1%+24.2pp | 69.6%+23.8pp |
| Annual return | -10.58% | -1.86%-8.7pp | 32.53%-43.1pp | 7.63%-18.2pp |
| Employer contribution / active EE | $2,369 | $1,115+112.4% | $1,961+20.8% | $2,381-0.5% |
| Participant deferral / active EE | $5,363 | $2,301+133.0% | $3,108+72.5% | $3,470+54.6% |
| Admin fee / account holder | $1,312 | $4,223-68.9% | $5,060-74.1% | $4,888-73.2% |