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 | $114,294 | $87,540+30.6% | $75,781+50.8% | $125,391-8.8% |
| Participation rate | 95.5% | 80.2%+15.3pp | 75.8%+19.6pp | 83.2%+12.3pp |
| Annual return | -6.04% | 13.48%-19.5pp | 9.68%-15.7pp | 282.22%-288.3pp |
| Employer contribution / active EE | $3,724 | $3,930-5.2% | $3,323+12.1% | $4,866-23.5% |
| Participant deferral / active EE | $8,192 | $4,229+93.7% | $3,651+124.3% | $5,352+53.1% |
| Admin fee / account holder | $5,984 | $6,502-8.0% | $5,299+12.9% | $9,540-37.3% |