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 8-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 | $76,170 | $71,883+6.0% | $86,677-12.1% | $68,494+11.2% |
| Participation rate | 90.6% | 72.2%+18.3pp | 76.6%+14.0pp | 67.9%+22.7pp |
| Annual return | -19.24% | 3.52%-22.8pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,688 | $2,173-22.3% | $2,836-40.5% | $2,596-35.0% |
| Participant deferral / active EE | $8,329 | $3,779+120.4% | $4,656+78.9% | $4,027+106.8% |
| Admin fee / account holder | $7,818 | $6,112+27.9% | $7,493+4.3% | $5,403+44.7% |