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 | $92,310 | $71,883+28.4% | $86,677+6.5% | $68,494+34.8% |
| Participation rate | 92.0% | 72.2%+19.8pp | 76.6%+15.4pp | 67.9%+24.1pp |
| Annual return | -21.09% | 3.52%-24.6pp | 35.91%-57.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $1,627 | $2,173-25.1% | $2,836-42.6% | $2,596-37.3% |
| Participant deferral / active EE | $2,928 | $3,779-22.5% | $4,656-37.1% | $4,027-27.3% |
| Admin fee / account holder | $5,381 | $6,112-12.0% | $7,493-28.2% | $5,403-0.4% |