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 | $62,776 | $167,484-62.5% | $151,611-58.6% | $134,475-53.3% |
| Participation rate | 90.0% | 88.4%+1.6pp | 87.5%+2.5pp | 81.2%+8.8pp |
| Annual return | -25.30% | 7.80%-33.1pp | 3.33%-28.6pp | 417.96%-443.3pp |
| Employer contribution / active EE | $2,739 | $6,829-59.9% | $6,166-55.6% | $4,740-42.2% |
| Participant deferral / active EE | $7,357 | $8,986-18.1% | $8,363-12.0% | $6,400+15.0% |
| Admin fee / account holder | $1,791 | $13,783-87.0% | $11,616-84.6% | $11,426-84.3% |