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 | $87,441 | $70,428+24.2% | $96,562-9.4% | $85,850+1.9% |
| Participation rate | 81.1% | 61.8%+19.3pp | 69.8%+11.3pp | 69.3%+11.8pp |
| Annual return | -4.03% | 18.59%-22.6pp | 37.78%-41.8pp | 318.53%-322.6pp |
| Employer contribution / active EE | $2,710 | $1,413+91.8% | $2,356+15.0% | $2,565+5.6% |
| Participant deferral / active EE | $6,107 | $2,894+111.0% | $3,849+58.7% | $3,952+54.5% |
| Admin fee / account holder | $6,361 | $4,997+27.3% | $6,181+2.9% | $6,260+1.6% |