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 | $95,213 | $81,900+16.3% | $119,609-20.4% | $68,494+39.0% |
| Participation rate | 86.4% | 71.9%+14.5pp | 79.3%+7.2pp | 67.9%+18.6pp |
| Annual return | -19.97% | -23.82%+3.8pp | -14.97%-5.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,184 | $2,693-18.9% | $4,232-48.4% | $2,596-15.9% |
| Participant deferral / active EE | $3,405 | $4,148-17.9% | $5,602-39.2% | $4,027-15.4% |
| Admin fee / account holder | $10,252 | $6,582+55.8% | $10,323-0.7% | $5,403+89.8% |