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 | $102,304 | $110,094-7.1% | $151,611-32.5% | $68,494+49.4% |
| Participation rate | 88.4% | 84.0%+4.4pp | 87.5%+0.9pp | 67.9%+20.5pp |
| Annual return | -18.62% | -10.12%-8.5pp | 3.33%-21.9pp | -7.84%-10.8pp |
| Employer contribution / active EE | $4,326 | $4,471-3.2% | $6,166-29.8% | $2,596+66.6% |
| Participant deferral / active EE | $10,920 | $6,527+67.3% | $8,363+30.6% | $4,027+171.2% |
| Admin fee / account holder | $4,403 | $7,719-43.0% | $11,616-62.1% | $5,403-18.5% |