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 | $72,814 | $110,094-33.9% | $151,611-52.0% | $68,494+6.3% |
| Participation rate | 82.9% | 84.0%-1.1pp | 87.5%-4.6pp | 67.9%+15.0pp |
| Annual return | -19.24% | -10.12%-9.1pp | 3.33%-22.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,535 | $4,471-20.9% | $6,166-42.7% | $2,596+36.2% |
| Participant deferral / active EE | $6,122 | $6,527-6.2% | $8,363-26.8% | $4,027+52.0% |
| Admin fee / account holder | $6,283 | $7,719-18.6% | $11,616-45.9% | $5,403+16.3% |