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 | $132,350 | $110,094+20.2% | $151,611-12.7% | $68,494+93.2% |
| Participation rate | 87.9% | 84.0%+3.9pp | 87.5%+0.4pp | 67.9%+20.0pp |
| Annual return | -18.75% | -10.12%-8.6pp | 3.33%-22.1pp | -7.84%-10.9pp |
| Employer contribution / active EE | $4,011 | $4,471-10.3% | $6,166-35.0% | $2,596+54.5% |
| Participant deferral / active EE | $7,644 | $6,527+17.1% | $8,363-8.6% | $4,027+89.8% |
| Admin fee / account holder | $3,105 | $7,719-59.8% | $11,616-73.3% | $5,403-42.5% |