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 | $51,298 | $79,633-35.6% | $93,789-45.3% | $68,494-25.1% |
| Participation rate | 85.7% | 75.4%+10.3pp | 81.0%+4.8pp | 67.9%+17.8pp |
| Annual return | -19.60% | -0.10%-19.5pp | -11.33%-8.3pp | -7.84%-11.8pp |
| Employer contribution / active EE | $3,755 | $3,665+2.4% | $4,323-13.1% | $2,596+44.6% |
| Participant deferral / active EE | $5,616 | $5,158+8.9% | $6,094-7.9% | $4,027+39.4% |
| Admin fee / account holder | $2,365 | $6,871-65.6% | $7,195-67.1% | $5,403-56.2% |