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 | $94,631 | $73,933+28.0% | $96,683-2.1% | $75,163+25.9% |
| Participation rate | 84.4% | 66.4%+18.0pp | 74.3%+10.0pp | 67.2%+17.2pp |
| Annual return | -8.36% | 26.70%-35.1pp | 35.69%-44.1pp | 160.62%-169.0pp |
| Employer contribution / active EE | $2,244 | $2,928-23.4% | $3,737-40.0% | $2,670-16.0% |
| Participant deferral / active EE | $2,484 | $3,659-32.1% | $4,878-49.1% | $4,125-39.8% |
| Admin fee / account holder | $4,318 | $5,216-17.2% | $6,730-35.8% | $5,651-23.6% |