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 | $66,092 | $167,307-60.5% | $143,757-54.0% | $134,475-50.9% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -20.27% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $4,040 | $5,619-28.1% | $4,951-18.4% | $4,740-14.8% |
| Participant deferral / active EE | $8,255 | $6,446+28.1% | $5,637+46.4% | $6,400+29.0% |
| Admin fee / account holder | $9,449 | $18,088-47.8% | $14,673-35.6% | $11,426-17.3% |