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 | $48,769 | $158,817-69.3% | $121,196-59.8% | $135,375-64.0% |
| Participation rate | 77.8% | 79.3%-1.5pp | 71.7%+6.0pp | 82.6%-4.9pp |
| Annual return | -14.25% | -0.64%-13.6pp | 16.93%-31.2pp | 519.73%-534.0pp |
| Employer contribution / active EE | $2,096 | $5,665-63.0% | $4,022-47.9% | $4,779-56.1% |
| Participant deferral / active EE | $2,096 | $4,005-47.7% | $3,344-37.3% | $5,609-62.6% |
| Admin fee / account holder | $355 | $6,512-94.6% | $5,019-92.9% | $10,827-96.7% |