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 | $112,910 | $167,484-32.6% | $151,611-25.5% | $134,475-16.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -25.19% | 7.80%-33.0pp | 3.33%-28.5pp | 417.96%-443.2pp |
| Employer contribution / active EE | $3,221 | $6,829-52.8% | $6,166-47.8% | $4,740-32.0% |
| Participant deferral / active EE | $4,090 | $8,986-54.5% | $8,363-51.1% | $6,400-36.1% |
| Admin fee / account holder | $1,477 | $13,783-89.3% | $11,616-87.3% | $11,426-87.1% |