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 | $87,031 | $73,004+19.2% | $90,749-4.1% | $68,494+27.1% |
| Participation rate | 97.3% | 70.8%+26.5pp | 75.7%+21.6pp | 67.9%+29.4pp |
| Annual return | -20.20% | -13.81%-6.4pp | -12.16%-8.0pp | -7.84%-12.4pp |
| Employer contribution / active EE | $4,320 | $2,193+97.0% | $2,921+47.9% | $2,596+66.4% |
| Participant deferral / active EE | $4,676 | $3,627+28.9% | $4,564+2.5% | $4,027+16.1% |
| Admin fee / account holder | $2,470 | $5,896-58.1% | $8,445-70.8% | $5,403-54.3% |