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 | $100,627 | $58,577+71.8% | $83,333+20.8% | $64,186+56.8% |
| Participation rate | 91.8% | 72.0%+19.8pp | 77.8%+14.1pp | 69.6%+22.3pp |
| Annual return | -9.96% | 9.65%-19.6pp | 10.63%-20.6pp | 7.63%-17.6pp |
| Employer contribution / active EE | $2,183 | $2,098+4.0% | $3,379-35.4% | $2,381-8.3% |
| Participant deferral / active EE | $2,966 | $4,654-36.3% | $5,565-46.7% | $3,470-14.5% |
| Admin fee / account holder | $2,196 | $9,275-76.3% | $7,510-70.8% | $4,888-55.1% |