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 | $97,766 | $110,094-11.2% | $151,611-35.5% | $68,494+42.7% |
| Participation rate | 85.4% | 84.0%+1.5pp | 87.5%-2.1pp | 67.9%+17.5pp |
| Annual return | -19.20% | -10.12%-9.1pp | 3.33%-22.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,958 | $4,471-11.5% | $6,166-35.8% | $2,596+52.4% |
| Participant deferral / active EE | $4,861 | $6,527-25.5% | $8,363-41.9% | $4,027+20.7% |
| Admin fee / account holder | $4,775 | $7,719-38.1% | $11,616-58.9% | $5,403-11.6% |