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 | $73,954 | $110,094-32.8% | $151,611-51.2% | $68,494+8.0% |
| Participation rate | 96.7% | 84.0%+12.7pp | 87.5%+9.2pp | 67.9%+28.8pp |
| Annual return | -23.08% | -10.12%-13.0pp | 3.33%-26.4pp | -7.84%-15.2pp |
| Employer contribution / active EE | $3,313 | $4,471-25.9% | $6,166-46.3% | $2,596+27.6% |
| Participant deferral / active EE | $4,191 | $6,527-35.8% | $8,363-49.9% | $4,027+4.1% |
| Admin fee / account holder | $4,435 | $7,719-42.5% | $11,616-61.8% | $5,403-17.9% |