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 | $134,164 | $110,094+21.9% | $151,611-11.5% | $68,494+95.9% |
| Participation rate | 93.9% | 84.0%+9.9pp | 87.5%+6.4pp | 67.9%+26.0pp |
| Annual return | -19.33% | -10.12%-9.2pp | 3.33%-22.7pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,680 | $4,471-62.4% | $6,166-72.8% | $2,596-35.3% |
| Participant deferral / active EE | $7,272 | $6,527+11.4% | $8,363-13.1% | $4,027+80.6% |
| Admin fee / account holder | $3,976 | $7,719-48.5% | $11,616-65.8% | $5,403-26.4% |