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 | $88,797 | $110,094-19.3% | $151,611-41.4% | $68,494+29.6% |
| Participation rate | 71.6% | 84.0%-12.3pp | 87.5%-15.9pp | 67.9%+3.8pp |
| Annual return | -18.57% | -10.12%-8.4pp | 3.33%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $2,615 | $4,471-41.5% | $6,166-57.6% | $2,596+0.7% |
| Participant deferral / active EE | $6,039 | $6,527-7.5% | $8,363-27.8% | $4,027+50.0% |
| Admin fee / account holder | $7,457 | $7,719-3.4% | $11,616-35.8% | $5,403+38.0% |