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 | $90,225 | $167,307-46.1% | $143,757-37.2% | $134,475-32.9% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -23.47% | 0.46%-23.9pp | -0.04%-23.4pp | 417.96%-441.4pp |
| Employer contribution / active EE | $2,840 | $5,619-49.5% | $4,951-42.6% | $4,740-40.1% |
| Participant deferral / active EE | $4,813 | $6,446-25.3% | $5,637-14.6% | $6,400-24.8% |
| Admin fee / account holder | $853 | $18,088-95.3% | $14,673-94.2% | $11,426-92.5% |