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 | $84,694 | $98,750-14.2% | $149,696-43.4% | $79,858+6.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | -0.69% | 27.43%-28.1pp | 276.60%-277.3pp | 31.71%-32.4pp |
| Employer contribution / active EE | $1,561 | $3,216-51.5% | $4,644-66.4% | $2,471-36.8% |
| Participant deferral / active EE | $5,534 | $5,680-2.6% | $6,842-19.1% | $3,740+48.0% |
| Admin fee / account holder | $16,447 | $6,053+171.7% | $9,309+76.7% | $5,306+210.0% |