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 | $64,863 | $167,307-61.2% | $143,757-54.9% | $134,475-51.8% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -25.67% | 0.46%-26.1pp | -0.04%-25.6pp | 417.96%-443.6pp |
| Employer contribution / active EE | $3,288 | $5,619-41.5% | $4,951-33.6% | $4,740-30.6% |
| Participant deferral / active EE | $6,376 | $6,446-1.1% | $5,637+13.1% | $6,400-0.4% |
| Admin fee / account holder | $972 | $18,088-94.6% | $14,673-93.4% | $11,426-91.5% |