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 | $39,236 | $97,044-59.6% | $83,333-52.9% | $135,375-71.0% |
| Participation rate | 81.0% | 80.4%+0.5pp | 77.8%+3.2pp | 82.6%-1.7pp |
| Annual return | -10.72% | 12.31%-23.0pp | 10.63%-21.4pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,805 | $4,143-56.4% | $3,379-46.6% | $4,779-62.2% |
| Participant deferral / active EE | $5,283 | $5,964-11.4% | $5,565-5.1% | $5,609-5.8% |
| Admin fee / account holder | $952 | $8,380-88.6% | $7,510-87.3% | $10,827-91.2% |