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 | $95,834 | $81,900+17.0% | $119,609-19.9% | $68,494+39.9% |
| Participation rate | 84.6% | 71.9%+12.7pp | 79.3%+5.4pp | 67.9%+16.7pp |
| Annual return | -19.15% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $2,017 | $2,693-25.1% | $4,232-52.3% | $2,596-22.3% |
| Participant deferral / active EE | $3,911 | $4,148-5.7% | $5,602-30.2% | $4,027-2.9% |
| Admin fee / account holder | $16,704 | $6,582+153.8% | $10,323+61.8% | $5,403+209.2% |