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 | $76,330 | $78,422-2.7% | $95,952-20.4% | $79,858-4.4% |
| Participation rate | 85.7% | 73.5%+12.2pp | 77.1%+8.6pp | 69.6%+16.1pp |
| Annual return | -1.48% | 19.37%-20.9pp | 91.61%-93.1pp | 31.71%-33.2pp |
| Employer contribution / active EE | $1,465 | $1,945-24.7% | $2,541-42.3% | $2,471-40.7% |
| Participant deferral / active EE | $5,034 | $3,440+46.3% | $4,167+20.8% | $3,740+34.6% |
| Admin fee / account holder | $4,534 | $5,622-19.4% | $6,795-33.3% | $5,306-14.6% |