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 | $124,307 | $110,094+12.9% | $151,611-18.0% | $68,494+81.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.96% | -10.12%-8.8pp | 3.33%-22.3pp | -7.84%-11.1pp |
| Employer contribution / active EE | $2,908 | $4,471-34.9% | $6,166-52.8% | $2,596+12.0% |
| Participant deferral / active EE | $6,738 | $6,527+3.2% | $8,363-19.4% | $4,027+67.3% |
| Admin fee / account holder | $3,791 | $7,719-50.9% | $11,616-67.4% | $5,403-29.8% |