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 | $69,035 | $56,484+22.2% | $169,463-59.3% | $64,186+7.6% |
| Participation rate | 84.6% | 64.5%+20.1pp | 77.8%+6.8pp | 69.6%+15.0pp |
| Annual return | -10.90% | -1.55%-9.3pp | 1.83%-12.7pp | 7.63%-18.5pp |
| Employer contribution / active EE | $2,628 | $1,832+43.4% | $4,159-36.8% | $2,381+10.4% |
| Participant deferral / active EE | $5,328 | $3,448+54.5% | $5,277+1.0% | $3,470+53.6% |
| Admin fee / account holder | $769 | $4,174-81.6% | $9,109-91.6% | $4,888-84.3% |