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 | $74,017 | $82,664-10.5% | $125,339-40.9% | $68,494+8.1% |
| Participation rate | 87.8% | 75.0%+12.7pp | 82.4%+5.4pp | 67.9%+19.9pp |
| Annual return | -19.90% | -5.97%-13.9pp | 572.05%-591.9pp | -7.84%-12.1pp |
| Employer contribution / active EE | $3,504 | $3,381+3.6% | $4,814-27.2% | $2,596+35.0% |
| Participant deferral / active EE | $9,169 | $6,110+50.1% | $7,446+23.1% | $4,027+127.7% |
| Admin fee / account holder | $1,223 | $6,275-80.5% | $10,010-87.8% | $5,403-77.4% |