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 | $88,221 | $83,908+5.1% | $68,509+28.8% | $125,391-29.6% |
| Participation rate | 81.8% | 78.2%+3.6pp | 74.7%+7.1pp | 83.2%-1.4pp |
| Annual return | -5.55% | 14.48%-20.0pp | 8.27%-13.8pp | 282.22%-287.8pp |
| Employer contribution / active EE | $2,066 | $3,031-31.8% | $2,278-9.3% | $4,866-57.5% |
| Participant deferral / active EE | $4,035 | $4,125-2.2% | $3,382+19.3% | $5,352-24.6% |
| Admin fee / account holder | $986 | $8,982-89.0% | $5,275-81.3% | $9,540-89.7% |