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 | $127,913 | $138,347-7.5% | $184,203-30.6% | $80,856+58.2% |
| Participation rate | 74.1% | 83.9%-9.8pp | 86.8%-12.7pp | 67.6%+6.4pp |
| Annual return | -3.75% | 20.02%-23.8pp | 28.81%-32.6pp | 35.59%-39.3pp |
| Employer contribution / active EE | $4,888 | $4,850+0.8% | $6,427-23.9% | $2,755+77.4% |
| Participant deferral / active EE | $3,888 | $7,071-45.0% | $9,131-57.4% | $4,296-9.5% |
| Admin fee / account holder | $9,028 | $10,483-13.9% | $13,901-35.1% | $6,918+30.5% |