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 | $88,265 | $95,862-7.9% | $79,550+11.0% | $134,475-34.4% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -21.86% | -2.69%-19.2pp | 0.16%-22.0pp | 417.96%-439.8pp |
| Employer contribution / active EE | $709 | $3,128-77.3% | $2,413-70.6% | $4,740-85.0% |
| Participant deferral / active EE | $1,698 | $4,693-63.8% | $3,985-57.4% | $6,400-73.5% |
| Admin fee / account holder | $2,465 | $9,126-73.0% | $6,832-63.9% | $11,426-78.4% |