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 | $82,565 | $110,094-25.0% | $151,611-45.5% | $68,494+20.5% |
| Participation rate | 76.9% | 84.0%-7.0pp | 87.5%-10.6pp | 67.9%+9.0pp |
| Annual return | -18.65% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $3,246 | $4,471-27.4% | $6,166-47.4% | $2,596+25.0% |
| Participant deferral / active EE | $4,967 | $6,527-23.9% | $8,363-40.6% | $4,027+23.3% |
| Admin fee / account holder | $3,362 | $7,719-56.4% | $11,616-71.1% | $5,403-37.8% |