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 | $66,034 | $62,586+5.5% | $76,768-14.0% | $64,186+2.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.62% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $4,390 | $1,832+139.6% | $2,485+76.6% | $2,381+84.4% |
| Participant deferral / active EE | $5,296 | $3,145+68.4% | $3,852+37.5% | $3,470+52.6% |
| Admin fee / account holder | $2,057 | $4,667-55.9% | $6,675-69.2% | $4,888-57.9% |