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 | $100,802 | $110,094-8.4% | $151,611-33.5% | $68,494+47.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -22.21% | -10.12%-12.1pp | 3.33%-25.5pp | -7.84%-14.4pp |
| Employer contribution / active EE | $3,400 | $4,471-24.0% | $6,166-44.9% | $2,596+30.9% |
| Participant deferral / active EE | $4,096 | $6,527-37.2% | $8,363-51.0% | $4,027+1.7% |
| Admin fee / account holder | $1,204 | $7,719-84.4% | $11,616-89.6% | $5,403-77.7% |