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 | $82,476 | $92,222-10.6% | $76,768+7.4% | $135,375-39.1% |
| Participation rate | 91.7% | 79.8%+11.9pp | 77.0%+14.7pp | 82.6%+9.0pp |
| Annual return | -8.88% | 5.46%-14.3pp | 2.43%-11.3pp | 519.73%-528.6pp |
| Employer contribution / active EE | $3,238 | $3,216+0.7% | $2,485+30.3% | $4,779-32.2% |
| Participant deferral / active EE | $10,105 | $4,509+124.1% | $3,852+162.4% | $5,609+80.2% |
| Admin fee / account holder | $7,349 | $10,748-31.6% | $6,675+10.1% | $10,827-32.1% |