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 | $76,388 | $76,912-0.7% | $129,110-40.8% | $68,494+11.5% |
| Participation rate | 100.0% | 69.1%+30.9pp | 77.3%+22.7pp | 67.9%+32.1pp |
| Annual return | -20.23% | -9.78%-10.5pp | -10.94%-9.3pp | -7.84%-12.4pp |
| Employer contribution / active EE | $2,974 | $3,243-8.3% | $5,052-41.1% | $2,596+14.5% |
| Participant deferral / active EE | $5,107 | $4,732+7.9% | $6,542-21.9% | $4,027+26.8% |
| Admin fee / account holder | $8,815 | $6,638+32.8% | $14,302-38.4% | $5,403+63.2% |