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 | $110,583 | $64,707+70.9% | $112,228-1.5% | $68,494+61.4% |
| Participation rate | 93.1% | 67.2%+26.0pp | 75.1%+18.0pp | 67.9%+25.2pp |
| Annual return | -22.07% | -11.40%-10.7pp | 27.45%-49.5pp | -7.84%-14.2pp |
| Employer contribution / active EE | $1,769 | $2,746-35.6% | $3,635-51.3% | $2,596-31.9% |
| Participant deferral / active EE | $5,046 | $3,565+41.6% | $4,728+6.7% | $4,027+25.3% |
| Admin fee / account holder | $2,805 | $5,232-46.4% | $6,410-56.2% | $5,403-48.1% |