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 | $97,893 | $167,307-41.5% | $143,757-31.9% | $134,475-27.2% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -24.31% | 0.46%-24.8pp | -0.04%-24.3pp | 417.96%-442.3pp |
| Employer contribution / active EE | $2,100 | $5,619-62.6% | $4,951-57.6% | $4,740-55.7% |
| Participant deferral / active EE | $5,799 | $6,446-10.0% | $5,637+2.9% | $6,400-9.4% |
| Admin fee / account holder | $807 | $18,088-95.5% | $14,673-94.5% | $11,426-92.9% |