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 | $114,235 | $73,004+56.5% | $90,749+25.9% | $68,494+66.8% |
| Participation rate | 97.1% | 70.8%+26.2pp | 75.7%+21.4pp | 67.9%+29.2pp |
| Annual return | -23.41% | -13.81%-9.6pp | -12.16%-11.2pp | -7.84%-15.6pp |
| Employer contribution / active EE | $844 | $2,193-61.5% | $2,921-71.1% | $2,596-67.5% |
| Participant deferral / active EE | $4,256 | $3,627+17.4% | $4,564-6.8% | $4,027+5.7% |
| Admin fee / account holder | $3,587 | $5,896-39.2% | $8,445-57.5% | $5,403-33.6% |