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 | $64,699 | $62,586+3.4% | $76,768-15.7% | $64,186+0.8% |
| Participation rate | 90.2% | 72.8%+17.4pp | 77.0%+13.3pp | 69.6%+20.7pp |
| Annual return | -8.26% | -1.95%-6.3pp | 2.43%-10.7pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,170 | $1,832-36.2% | $2,485-52.9% | $2,381-50.9% |
| Participant deferral / active EE | $4,805 | $3,145+52.8% | $3,852+24.8% | $3,470+38.5% |
| Admin fee / account holder | $5,241 | $4,667+12.3% | $6,675-21.5% | $4,888+7.2% |