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 | $95,112 | $86,929+9.4% | $102,423-7.1% | $80,856+17.6% |
| Participation rate | 92.7% | 72.4%+20.3pp | 76.5%+16.2pp | 67.6%+25.1pp |
| Annual return | -20.38% | 18.88%-39.3pp | 29.32%-49.7pp | 35.59%-56.0pp |
| Employer contribution / active EE | $7,397 | $2,369+212.2% | $3,023+144.7% | $2,755+168.5% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $5,098 | $8,049-36.7% | $9,451-46.1% | $6,918-26.3% |