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 | $120,035 | $62,586+91.8% | $76,768+56.4% | $64,186+87.0% |
| Participation rate | 86.5% | 72.8%+13.7pp | 77.0%+9.6pp | 69.6%+17.0pp |
| Annual return | -7.95% | -1.95%-6.0pp | 2.43%-10.4pp | 7.63%-15.6pp |
| Employer contribution / active EE | $1,257 | $1,832-31.4% | $2,485-49.4% | $2,381-47.2% |
| Participant deferral / active EE | $3,787 | $3,145+20.4% | $3,852-1.7% | $3,470+9.1% |
| Admin fee / account holder | $2,048 | $4,667-56.1% | $6,675-69.3% | $4,888-58.1% |