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 | $123,356 | $110,094+12.0% | $151,611-18.6% | $68,494+80.1% |
| Participation rate | 94.2% | 84.0%+10.3pp | 87.5%+6.7pp | 67.9%+26.3pp |
| Annual return | -22.78% | -10.12%-12.7pp | 3.33%-26.1pp | -7.84%-14.9pp |
| Employer contribution / active EE | $3,317 | $4,471-25.8% | $6,166-46.2% | $2,596+27.8% |
| Participant deferral / active EE | $6,014 | $6,527-7.9% | $8,363-28.1% | $4,027+49.3% |
| Admin fee / account holder | $7,935 | $7,719+2.8% | $11,616-31.7% | $5,403+46.9% |