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 | $56,216 | $167,307-66.4% | $143,757-60.9% | $134,475-58.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -20.88% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,488 | $5,619-73.5% | $4,951-69.9% | $4,740-68.6% |
| Participant deferral / active EE | $5,735 | $6,446-11.0% | $5,637+1.7% | $6,400-10.4% |
| Admin fee / account holder | $645 | $18,088-96.4% | $14,673-95.6% | $11,426-94.4% |