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 | $101,254 | $77,813+30.1% | $123,544-18.0% | $64,186+57.8% |
| Participation rate | 92.0% | 74.7%+17.3pp | 82.3%+9.7pp | 69.6%+22.4pp |
| Annual return | -8.27% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,177 | $3,014+5.4% | $4,628-31.3% | $2,381+33.4% |
| Participant deferral / active EE | $6,791 | $5,240+29.6% | $6,426+5.7% | $3,470+95.7% |
| Admin fee / account holder | $2,603 | $5,519-52.8% | $9,284-72.0% | $4,888-46.7% |