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 | $96,620 | $76,912+25.6% | $129,110-25.2% | $68,494+41.1% |
| Participation rate | 82.9% | 69.1%+13.7pp | 77.3%+5.6pp | 67.9%+15.0pp |
| Annual return | -22.28% | -9.78%-12.5pp | -10.94%-11.3pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,391 | $3,243-26.3% | $5,052-52.7% | $2,596-7.9% |
| Participant deferral / active EE | $6,349 | $4,732+34.2% | $6,542-2.9% | $4,027+57.7% |
| Admin fee / account holder | $12,505 | $6,638+88.4% | $14,302-12.6% | $5,403+131.5% |