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 | $85,909 | $81,900+4.9% | $119,609-28.2% | $68,494+25.4% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -20.91% | -23.82%+2.9pp | -14.97%-5.9pp | -7.84%-13.1pp |
| Employer contribution / active EE | $1,694 | $2,693-37.1% | $4,232-60.0% | $2,596-34.8% |
| Participant deferral / active EE | $3,588 | $4,148-13.5% | $5,602-36.0% | $4,027-10.9% |
| Admin fee / account holder | $9,927 | $6,582+50.8% | $10,323-3.8% | $5,403+83.7% |