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 | $73,404 | $110,094-33.3% | $151,611-51.6% | $68,494+7.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -20.48% | -10.12%-10.4pp | 3.33%-23.8pp | -7.84%-12.6pp |
| Employer contribution / active EE | $4,486 | $4,471+0.3% | $6,166-27.2% | $2,596+72.8% |
| Participant deferral / active EE | $6,844 | $6,527+4.8% | $8,363-18.2% | $4,027+69.9% |
| Admin fee / account holder | $6,332 | $7,719-18.0% | $11,616-45.5% | $5,403+17.2% |