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 | $94,752 | $110,094-13.9% | $151,611-37.5% | $68,494+38.3% |
| Participation rate | 84.6% | 84.0%+0.7pp | 87.5%-2.9pp | 67.9%+16.7pp |
| Annual return | -21.86% | -10.12%-11.7pp | 3.33%-25.2pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,031 | $4,471-54.6% | $6,166-67.1% | $2,596-21.8% |
| Participant deferral / active EE | $15,698 | $6,527+140.5% | $8,363+87.7% | $4,027+289.8% |
| Admin fee / account holder | $4,025 | $7,719-47.9% | $11,616-65.3% | $5,403-25.5% |