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 | $71,019 | $71,883-1.2% | $86,677-18.1% | $68,494+3.7% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -20.83% | 3.52%-24.4pp | 35.91%-56.7pp | -7.84%-13.0pp |
| Employer contribution / active EE | $1,319 | $2,173-39.3% | $2,836-53.5% | $2,596-49.2% |
| Participant deferral / active EE | $3,361 | $3,779-11.1% | $4,656-27.8% | $4,027-16.6% |
| Admin fee / account holder | $939 | $6,112-84.6% | $7,493-87.5% | $5,403-82.6% |