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 | $115,429 | $211,958-45.5% | $169,463-31.9% | $135,375-14.7% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -9.79% | 3.26%-13.1pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,788 | $5,120-45.5% | $4,159-33.0% | $4,779-41.7% |
| Participant deferral / active EE | $5,127 | $6,075-15.6% | $5,277-2.8% | $5,609-8.6% |
| Admin fee / account holder | $1,458 | $11,471-87.3% | $9,109-84.0% | $10,827-86.5% |