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 | $131,805 | $110,094+19.7% | $151,611-13.1% | $68,494+92.4% |
| Participation rate | 86.1% | 84.0%+2.2pp | 87.5%-1.4pp | 67.9%+18.2pp |
| Annual return | -20.28% | -10.12%-10.2pp | 3.33%-23.6pp | -7.84%-12.4pp |
| Employer contribution / active EE | $5,721 | $4,471+28.0% | $6,166-7.2% | $2,596+120.3% |
| Participant deferral / active EE | $10,504 | $6,527+60.9% | $8,363+25.6% | $4,027+160.8% |
| Admin fee / account holder | $11,391 | $7,719+47.6% | $11,616-1.9% | $5,403+110.8% |