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 | $88,987 | $64,707+37.5% | $112,228-20.7% | $68,494+29.9% |
| Participation rate | 77.8% | 67.2%+10.6pp | 75.1%+2.7pp | 67.9%+9.9pp |
| Annual return | -19.53% | -11.40%-8.1pp | 27.45%-47.0pp | -7.84%-11.7pp |
| Employer contribution / active EE | $1,375 | $2,746-49.9% | $3,635-62.2% | $2,596-47.0% |
| Participant deferral / active EE | $3,815 | $3,565+7.0% | $4,728-19.3% | $4,027-5.3% |
| Admin fee / account holder | $1,470 | $5,232-71.9% | $6,410-77.1% | $5,403-72.8% |