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 | $78,743 | $133,958-41.2% | $112,228-29.8% | $134,475-41.4% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -24.58% | 47.11%-71.7pp | 27.45%-52.0pp | 417.96%-442.5pp |
| Employer contribution / active EE | $4,479 | $4,038+10.9% | $3,635+23.2% | $4,740-5.5% |
| Participant deferral / active EE | $6,221 | $5,291+17.6% | $4,728+31.6% | $6,400-2.8% |
| Admin fee / account holder | $3,854 | $7,489-48.5% | $6,410-39.9% | $11,426-66.3% |