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 | $123,620 | $81,900+50.9% | $119,609+3.4% | $68,494+80.5% |
| Participation rate | 94.4% | 71.9%+22.5pp | 79.3%+15.1pp | 67.9%+26.5pp |
| Annual return | -19.24% | -23.82%+4.6pp | -14.97%-4.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,905 | $2,693-29.3% | $4,232-55.0% | $2,596-26.6% |
| Participant deferral / active EE | $6,219 | $4,148+49.9% | $5,602+11.0% | $4,027+54.4% |
| Admin fee / account holder | $4,229 | $6,582-35.8% | $10,323-59.0% | $5,403-21.7% |