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 | $81,644 | $77,813+4.9% | $123,544-33.9% | $64,186+27.2% |
| Participation rate | 79.3% | 74.7%+4.6pp | 82.3%-3.0pp | 69.6%+9.7pp |
| Annual return | -8.27% | 12.48%-20.8pp | 119.20%-127.5pp | 7.63%-15.9pp |
| Employer contribution / active EE | $3,515 | $3,014+16.6% | $4,628-24.0% | $2,381+47.6% |
| Participant deferral / active EE | $7,592 | $5,240+44.9% | $6,426+18.1% | $3,470+118.8% |
| Admin fee / account holder | $2,468 | $5,519-55.3% | $9,284-73.4% | $4,888-49.5% |