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 | $113,819 | $110,094+3.4% | $151,611-24.9% | $68,494+66.2% |
| Participation rate | 97.7% | 84.0%+13.7pp | 87.5%+10.2pp | 67.9%+29.8pp |
| Annual return | -20.82% | -10.12%-10.7pp | 3.33%-24.2pp | -7.84%-13.0pp |
| Employer contribution / active EE | $4,850 | $4,471+8.5% | $6,166-21.3% | $2,596+86.8% |
| Participant deferral / active EE | $11,856 | $6,527+81.6% | $8,363+41.8% | $4,027+194.4% |
| Admin fee / account holder | $4,078 | $7,719-47.2% | $11,616-64.9% | $5,403-24.5% |