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 | $115,054 | $110,094+4.5% | $151,611-24.1% | $68,494+68.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -23.66% | -10.12%-13.5pp | 3.33%-27.0pp | -7.84%-15.8pp |
| Employer contribution / active EE | $2,957 | $4,471-33.9% | $6,166-52.1% | $2,596+13.9% |
| Participant deferral / active EE | $5,756 | $6,527-11.8% | $8,363-31.2% | $4,027+42.9% |
| Admin fee / account holder | $1,742 | $7,719-77.4% | $11,616-85.0% | $5,403-67.8% |