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 | $104,062 | $61,660+68.8% | $80,019+30.0% | $64,186+62.1% |
| Participation rate | 85.3% | 71.7%+13.6pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | -8.23% | -0.33%-7.9pp | 11.22%-19.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $2,267 | $1,810+25.2% | $2,468-8.1% | $2,381-4.8% |
| Participant deferral / active EE | $7,098 | $2,968+139.2% | $3,686+92.6% | $3,470+104.6% |
| Admin fee / account holder | $1,632 | $5,417-69.9% | $6,521-75.0% | $4,888-66.6% |