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 | $42,750 | $167,484-74.5% | $151,611-71.8% | $134,475-68.2% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -26.98% | 7.80%-34.8pp | 3.33%-30.3pp | 417.96%-444.9pp |
| Employer contribution / active EE | $5,575 | $6,829-18.4% | $6,166-9.6% | $4,740+17.6% |
| Participant deferral / active EE | $4,539 | $8,986-49.5% | $8,363-45.7% | $6,400-29.1% |
| Admin fee / account holder | $12,478 | $13,783-9.5% | $11,616+7.4% | $11,426+9.2% |