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 | $84,139 | $73,004+15.3% | $90,749-7.3% | $68,494+22.8% |
| Participation rate | 87.5% | 70.8%+16.7pp | 75.7%+11.8pp | 67.9%+19.6pp |
| Annual return | -20.17% | -13.81%-6.4pp | -12.16%-8.0pp | -7.84%-12.3pp |
| Employer contribution / active EE | $4,496 | $2,193+105.0% | $2,921+53.9% | $2,596+73.2% |
| Participant deferral / active EE | $11,207 | $3,627+209.0% | $4,564+145.6% | $4,027+178.3% |
| Admin fee / account holder | $7,966 | $5,896+35.1% | $8,445-5.7% | $5,403+47.4% |