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 | $131,150 | $82,664+58.7% | $125,339+4.6% | $68,494+91.5% |
| Participation rate | 85.0% | 75.0%+10.0pp | 82.4%+2.6pp | 67.9%+17.1pp |
| Annual return | -19.51% | -5.97%-13.5pp | 572.05%-591.6pp | -7.84%-11.7pp |
| Employer contribution / active EE | $3,303 | $3,381-2.3% | $4,814-31.4% | $2,596+27.2% |
| Participant deferral / active EE | $7,433 | $6,110+21.6% | $7,446-0.2% | $4,027+84.6% |
| Admin fee / account holder | $4,873 | $6,275-22.3% | $10,010-51.3% | $5,403-9.8% |