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 | $114,548 | $76,367+50.0% | $93,606+22.4% | $72,985+56.9% |
| Participation rate | 88.4% | 71.7%+16.6pp | 75.8%+12.5pp | 69.5%+18.9pp |
| Annual return | -0.08% | 25.82%-25.9pp | 32.76%-32.8pp | 81.00%-81.1pp |
| Employer contribution / active EE | $2,006 | $2,275-11.8% | $2,718-26.2% | $2,440-17.8% |
| Participant deferral / active EE | $4,457 | $3,538+26.0% | $4,069+9.5% | $3,607+23.6% |
| Admin fee / account holder | $6,292 | $6,838-8.0% | $7,888-20.2% | $5,124+22.8% |