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 | $81,548 | $81,208+0.4% | $98,907-17.6% | $79,858+2.1% |
| Participation rate | 86.3% | 72.5%+13.8pp | 76.0%+10.3pp | 69.6%+16.7pp |
| Annual return | -6.13% | 60.99%-67.1pp | 196.43%-202.6pp | 31.71%-37.8pp |
| Employer contribution / active EE | $1,656 | $1,960-15.5% | $2,689-38.4% | $2,471-33.0% |
| Participant deferral / active EE | $4,753 | $3,265+45.6% | $4,244+12.0% | $3,740+27.1% |
| Admin fee / account holder | $4,632 | $6,013-23.0% | $6,642-30.3% | $5,306-12.7% |