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 | $92,151 | $71,883+28.2% | $86,677+6.3% | $68,494+34.5% |
| Participation rate | 92.1% | 72.2%+19.9pp | 76.6%+15.5pp | 67.9%+24.2pp |
| Annual return | -20.61% | 3.52%-24.1pp | 35.91%-56.5pp | -7.84%-12.8pp |
| Employer contribution / active EE | $3,094 | $2,173+42.4% | $2,836+9.1% | $2,596+19.2% |
| Participant deferral / active EE | $5,998 | $3,779+58.7% | $4,656+28.8% | $4,027+48.9% |
| Admin fee / account holder | $3,648 | $6,112-40.3% | $7,493-51.3% | $5,403-32.5% |