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 | $71,605 | $110,094-35.0% | $151,611-52.8% | $68,494+4.5% |
| Participation rate | 78.9% | 84.0%-5.0pp | 87.5%-8.5pp | 67.9%+11.1pp |
| Annual return | -21.29% | -10.12%-11.2pp | 3.33%-24.6pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,455 | $4,471-45.1% | $6,166-60.2% | $2,596-5.5% |
| Participant deferral / active EE | $5,271 | $6,527-19.2% | $8,363-37.0% | $4,027+30.9% |
| Admin fee / account holder | $2,763 | $7,719-64.2% | $11,616-76.2% | $5,403-48.9% |