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 | $111,893 | $62,586+78.8% | $76,768+45.8% | $64,186+74.3% |
| Participation rate | 93.5% | 72.8%+20.7pp | 77.0%+16.5pp | 69.6%+23.9pp |
| Annual return | -8.65% | -1.95%-6.7pp | 2.43%-11.1pp | 7.63%-16.3pp |
| Employer contribution / active EE | $1,004 | $1,832-45.2% | $2,485-59.6% | $2,381-57.8% |
| Participant deferral / active EE | $2,481 | $3,145-21.1% | $3,852-35.6% | $3,470-28.5% |
| Admin fee / account holder | $2,304 | $4,667-50.6% | $6,675-65.5% | $4,888-52.9% |