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 | $102,316 | $71,883+42.3% | $86,677+18.0% | $68,494+49.4% |
| Participation rate | 93.5% | 72.2%+21.2pp | 76.6%+16.9pp | 67.9%+25.6pp |
| Annual return | -21.29% | 3.52%-24.8pp | 35.91%-57.2pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,697 | $2,173+24.1% | $2,836-4.9% | $2,596+3.9% |
| Participant deferral / active EE | $7,724 | $3,779+104.4% | $4,656+65.9% | $4,027+91.8% |
| Admin fee / account holder | $2,588 | $6,112-57.6% | $7,493-65.5% | $5,403-52.1% |