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 | $85,072 | $42,894+98.3% | $60,874+39.8% | $68,494+24.2% |
| Participation rate | 74.3% | 66.8%+7.5pp | 73.1%+1.2pp | 67.9%+6.4pp |
| Annual return | -20.43% | -13.98%-6.5pp | 16.90%-37.3pp | -7.84%-12.6pp |
| Employer contribution / active EE | $2,702 | $1,978+36.6% | $2,7010% | $2,596+4.1% |
| Participant deferral / active EE | $5,608 | $2,867+95.6% | $3,817+46.9% | $4,027+39.2% |
| Admin fee / account holder | $6,221 | $3,101+100.6% | $3,224+93.0% | $5,403+15.2% |