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 | $74,734 | $110,094-32.1% | $151,611-50.7% | $68,494+9.1% |
| Participation rate | 90.2% | 84.0%+6.3pp | 87.5%+2.7pp | 67.9%+22.4pp |
| Annual return | -19.19% | -10.12%-9.1pp | 3.33%-22.5pp | -7.84%-11.4pp |
| Employer contribution / active EE | $5,926 | $4,471+32.6% | $6,166-3.9% | $2,596+128.3% |
| Participant deferral / active EE | $11,735 | $6,527+79.8% | $8,363+40.3% | $4,027+191.4% |
| Admin fee / account holder | $4,935 | $7,719-36.1% | $11,616-57.5% | $5,403-8.6% |