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 | $116,505 | $73,004+59.6% | $90,749+28.4% | $68,494+70.1% |
| Participation rate | 93.0% | 70.8%+22.2pp | 75.7%+17.3pp | 67.9%+25.1pp |
| Annual return | -19.89% | -13.81%-6.1pp | -12.16%-7.7pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,523 | $2,193+15.0% | $2,921-13.6% | $2,596-2.8% |
| Participant deferral / active EE | $5,389 | $3,627+48.6% | $4,564+18.1% | $4,027+33.8% |
| Admin fee / account holder | $10,667 | $5,896+80.9% | $8,445+26.3% | $5,403+97.4% |