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 | $78,432 | $64,707+21.2% | $112,228-30.1% | $68,494+14.5% |
| Participation rate | 87.9% | 67.2%+20.7pp | 75.1%+12.8pp | 67.9%+20.0pp |
| Annual return | -21.41% | -11.40%-10.0pp | 27.45%-48.9pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,311 | $2,746-15.8% | $3,635-36.4% | $2,596-11.0% |
| Participant deferral / active EE | $4,320 | $3,565+21.2% | $4,728-8.6% | $4,027+7.3% |
| Admin fee / account holder | $1,494 | $5,232-71.5% | $6,410-76.7% | $5,403-72.4% |