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 | $84,259 | $90,503-6.9% | $78,689+7.1% | $273,961-69.2% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -39.05% | 75.60%-114.7pp | 62.18%-101.2pp | 41.45%-80.5pp |
| Employer contribution / active EE | $3,121 | $3,176-1.7% | $2,851+9.5% | $4,869-35.9% |
| Participant deferral / active EE | $7,160 | $3,901+83.5% | $3,517+103.6% | $5,287+35.4% |
| Admin fee / account holder | $1,150 | $5,263-78.2% | $4,510-74.5% | $10,132-88.6% |