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 | $112,929 | $54,726+106.4% | $68,793+64.2% | $64,186+75.9% |
| Participation rate | 96.3% | 68.0%+28.3pp | 72.2%+24.1pp | 69.6%+26.7pp |
| Annual return | -8.06% | -1.62%-6.4pp | -4.63%-3.4pp | 7.63%-15.7pp |
| Employer contribution / active EE | $3,550 | $1,846+92.3% | $2,625+35.2% | $2,381+49.1% |
| Participant deferral / active EE | $4,418 | $2,626+68.2% | $3,311+33.4% | $3,470+27.3% |
| Admin fee / account holder | $610 | $4,027-84.9% | $5,131-88.1% | $4,888-87.5% |