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 5-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 | $126,064 | $71,883+75.4% | $86,677+45.4% | $68,494+84.1% |
| Participation rate | 87.8% | 72.2%+15.5pp | 76.6%+11.2pp | 67.9%+19.9pp |
| Annual return | -22.21% | 3.52%-25.7pp | 35.91%-58.1pp | -7.84%-14.4pp |
| Employer contribution / active EE | $2,469 | $2,173+13.6% | $2,836-12.9% | $2,596-4.9% |
| Participant deferral / active EE | $7,482 | $3,779+98.0% | $4,656+60.7% | $4,027+85.8% |
| Admin fee / account holder | $11,131 | $6,112+82.1% | $7,493+48.5% | $5,403+106.0% |