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 | $76,795 | $167,307-54.1% | $143,757-46.6% | $134,475-42.9% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -23.26% | 0.46%-23.7pp | -0.04%-23.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $1,857 | $5,619-66.9% | $4,951-62.5% | $4,740-60.8% |
| Participant deferral / active EE | $5,922 | $6,446-8.1% | $5,637+5.1% | $6,400-7.5% |
| Admin fee / account holder | $2,050 | $18,088-88.7% | $14,673-86.0% | $11,426-82.1% |