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 | $80,898 | $71,883+12.5% | $86,677-6.7% | $68,494+18.1% |
| Participation rate | 91.8% | 72.2%+19.6pp | 76.6%+15.3pp | 67.9%+23.9pp |
| Annual return | -19.12% | 3.52%-22.6pp | 35.91%-55.0pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,560 | $2,173+17.8% | $2,836-9.8% | $2,596-1.4% |
| Participant deferral / active EE | $6,566 | $3,779+73.8% | $4,656+41.0% | $4,027+63.0% |
| Admin fee / account holder | $7,151 | $6,112+17.0% | $7,493-4.6% | $5,403+32.4% |