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 | $93,456 | $73,004+28.0% | $90,749+3.0% | $68,494+36.4% |
| Participation rate | 84.6% | 70.8%+13.8pp | 75.7%+8.9pp | 67.9%+16.7pp |
| Annual return | -24.05% | -13.81%-10.2pp | -12.16%-11.9pp | -7.84%-16.2pp |
| Employer contribution / active EE | $3,007 | $2,193+37.1% | $2,921+2.9% | $2,596+15.8% |
| Participant deferral / active EE | $4,871 | $3,627+34.3% | $4,564+6.7% | $4,027+20.9% |
| Admin fee / account holder | $1,152 | $5,896-80.5% | $8,445-86.4% | $5,403-78.7% |