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 | $92,382 | $133,958-31.0% | $112,228-17.7% | $134,475-31.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -21.93% | 47.11%-69.0pp | 27.45%-49.4pp | 417.96%-439.9pp |
| Employer contribution / active EE | $4,912 | $4,038+21.6% | $3,635+35.1% | $4,740+3.6% |
| Participant deferral / active EE | $5,996 | $5,291+13.3% | $4,728+26.8% | $6,400-6.3% |
| Admin fee / account holder | $1,369 | $7,489-81.7% | $6,410-78.6% | $11,426-88.0% |