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 | $67,397 | $167,307-59.7% | $143,757-53.1% | $134,475-49.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.60% | 0.46%-23.1pp | -0.04%-22.6pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,940 | $5,619-47.7% | $4,951-40.6% | $4,740-38.0% |
| Participant deferral / active EE | $4,705 | $6,446-27.0% | $5,637-16.5% | $6,400-26.5% |
| Admin fee / account holder | $1,228 | $18,088-93.2% | $14,673-91.6% | $11,426-89.3% |