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 | $89,023 | $71,883+23.8% | $86,677+2.7% | $68,494+30.0% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -21.15% | 3.52%-24.7pp | 35.91%-57.1pp | -7.84%-13.3pp |
| Employer contribution / active EE | $2,148 | $2,173-1.1% | $2,836-24.3% | $2,596-17.3% |
| Participant deferral / active EE | $3,790 | $3,779+0.3% | $4,656-18.6% | $4,027-5.9% |
| Admin fee / account holder | $4,477 | $6,112-26.7% | $7,493-40.3% | $5,403-17.1% |