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 | $84,279 | $133,958-37.1% | $112,228-24.9% | $134,475-37.3% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -20.62% | 47.11%-67.7pp | 27.45%-48.1pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,250 | $4,038-19.5% | $3,635-10.6% | $4,740-31.4% |
| Participant deferral / active EE | $8,479 | $5,291+60.3% | $4,728+79.3% | $6,400+32.5% |
| Admin fee / account holder | $5,334 | $7,489-28.8% | $6,410-16.8% | $11,426-53.3% |