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 | $86,553 | $167,484-48.3% | $151,611-42.9% | $134,475-35.6% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -25.34% | 7.80%-33.1pp | 3.33%-28.7pp | 417.96%-443.3pp |
| Employer contribution / active EE | $2,848 | $6,829-58.3% | $6,166-53.8% | $4,740-39.9% |
| Participant deferral / active EE | $7,624 | $8,986-15.2% | $8,363-8.8% | $6,400+19.1% |
| Admin fee / account holder | $420 | $13,783-97.0% | $11,616-96.4% | $11,426-96.3% |