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 | $102,073 | $81,900+24.6% | $119,609-14.7% | $68,494+49.0% |
| Participation rate | 95.4% | 71.9%+23.5pp | 79.3%+16.1pp | 67.9%+27.5pp |
| Annual return | -20.03% | -23.82%+3.8pp | -14.97%-5.1pp | -7.84%-12.2pp |
| Employer contribution / active EE | $2,819 | $2,693+4.7% | $4,232-33.4% | $2,596+8.6% |
| Participant deferral / active EE | $6,289 | $4,148+51.6% | $5,602+12.3% | $4,027+56.2% |
| Admin fee / account holder | $3,357 | $6,582-49.0% | $10,323-67.5% | $5,403-37.9% |