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 | $87,889 | $99,032-11.3% | $80,019+9.8% | $135,375-35.1% |
| Participation rate | 82.4% | 78.4%+4.0pp | 75.8%+6.5pp | 82.6%-0.3pp |
| Annual return | -9.81% | 15.39%-25.2pp | 11.22%-21.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,811 | $3,043-7.6% | $2,468+13.9% | $4,779-41.2% |
| Participant deferral / active EE | $4,264 | $4,282-0.4% | $3,686+15.7% | $5,609-24.0% |
| Admin fee / account holder | $2,828 | $10,436-72.9% | $6,521-56.6% | $10,827-73.9% |