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 | $94,986 | $110,094-13.7% | $151,611-37.3% | $68,494+38.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 87.5%+4.2pp | 67.9%+23.8pp |
| Annual return | -23.26% | -10.12%-13.1pp | 3.33%-26.6pp | -7.84%-15.4pp |
| Employer contribution / active EE | $3,877 | $4,471-13.3% | $6,166-37.1% | $2,596+49.3% |
| Participant deferral / active EE | $11,647 | $6,527+78.4% | $8,363+39.3% | $4,027+189.2% |
| Admin fee / account holder | $1,284 | $7,719-83.4% | $11,616-88.9% | $5,403-76.2% |