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 | $36,856 | $95,862-61.6% | $79,550-53.7% | $134,475-72.6% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -20.99% | -2.69%-18.3pp | 0.16%-21.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $1,619 | $3,128-48.2% | $2,413-32.9% | $4,740-65.8% |
| Participant deferral / active EE | $4,818 | $4,693+2.7% | $3,985+20.9% | $6,400-24.7% |
| Admin fee / account holder | $9,190 | $9,126+0.7% | $6,832+34.5% | $11,426-19.6% |