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 | $114,309 | $42,894+166.5% | $60,874+87.8% | $68,494+66.9% |
| Participation rate | 85.9% | 66.8%+19.1pp | 73.1%+12.8pp | 67.9%+18.0pp |
| Annual return | -19.27% | -13.98%-5.3pp | 16.90%-36.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $2,760 | $1,978+39.5% | $2,701+2.2% | $2,596+6.3% |
| Participant deferral / active EE | $7,213 | $2,867+151.6% | $3,817+89.0% | $4,027+79.1% |
| Admin fee / account holder | $5,637 | $3,101+81.8% | $3,224+74.8% | $5,403+4.3% |