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 | $76,991 | $72,277+6.5% | $101,248-24.0% | $79,858-3.6% |
| Participation rate | 97.8% | 68.5%+29.3pp | 75.8%+22.0pp | 69.6%+28.1pp |
| Annual return | -7.68% | 22.30%-30.0pp | 46.47%-54.2pp | 31.71%-39.4pp |
| Employer contribution / active EE | $4,751 | $2,692+76.5% | $3,660+29.8% | $2,471+92.3% |
| Participant deferral / active EE | $3,887 | $3,282+18.4% | $4,370-11.1% | $3,740+3.9% |
| Admin fee / account holder | $2,264 | $4,400-48.5% | $5,945-61.9% | $5,306-57.3% |