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 | $42,132 | $140,588-70.0% | $123,104-65.8% | $125,391-66.4% |
| Participation rate | 88.9% | 88.2%+0.7pp | 86.8%+2.1pp | 83.2%+5.7pp |
| Annual return | -5.13% | 16.80%-21.9pp | 13.22%-18.3pp | 282.22%-287.3pp |
| Employer contribution / active EE | $5,787 | $6,041-4.2% | $5,151+12.4% | $4,866+18.9% |
| Participant deferral / active EE | $4,680 | $6,980-33.0% | $6,230-24.9% | $5,352-12.5% |
| Admin fee / account holder | $2,649 | $11,198-76.3% | $9,015-70.6% | $9,540-72.2% |