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 | $81,578 | $71,883+13.5% | $86,677-5.9% | $68,494+19.1% |
| Participation rate | 90.9% | 72.2%+18.7pp | 76.6%+14.3pp | 67.9%+23.0pp |
| Annual return | -22.45% | 3.52%-26.0pp | 35.91%-58.4pp | -7.84%-14.6pp |
| Employer contribution / active EE | $5,383 | $2,173+147.8% | $2,836+89.8% | $2,596+107.3% |
| Participant deferral / active EE | $5,719 | $3,779+51.4% | $4,656+22.9% | $4,027+42.0% |
| Admin fee / account holder | $4,681 | $6,112-23.4% | $7,493-37.5% | $5,403-13.4% |