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 | $99,457 | $56,484+76.1% | $169,463-41.3% | $64,186+55.0% |
| Participation rate | 90.7% | 64.5%+26.1pp | 77.8%+12.9pp | 69.6%+21.1pp |
| Annual return | -9.86% | -1.55%-8.3pp | 1.83%-11.7pp | 7.63%-17.5pp |
| Employer contribution / active EE | $5,199 | $1,832+183.7% | $4,159+25.0% | $2,381+118.4% |
| Participant deferral / active EE | $12,095 | $3,448+250.8% | $5,277+129.2% | $3,470+248.6% |
| Admin fee / account holder | $4,397 | $4,174+5.3% | $9,109-51.7% | $4,888-10.1% |