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 | $91,261 | $110,261-17.2% | $95,745-4.7% | $139,434-34.5% |
| Participation rate | 73.7% | 75.8%-2.1pp | 72.3%+1.4pp | 80.3%-6.6pp |
| Annual return | -1.57% | 27.11%-28.7pp | 28.35%-29.9pp | 372.94%-374.5pp |
| Employer contribution / active EE | $2,292 | $3,257-29.6% | $2,835-19.2% | $4,751-51.8% |
| Participant deferral / active EE | $4,787 | $4,676+2.4% | $4,245+12.8% | $6,710-28.7% |
| Admin fee / account holder | $4,942 | $6,613-25.3% | $5,678-13.0% | $11,403-56.7% |