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 | $45,037 | $92,222-51.2% | $76,768-41.3% | $135,375-66.7% |
| Participation rate | 76.5% | 79.8%-3.3pp | 77.0%-0.5pp | 82.6%-6.2pp |
| Annual return | -9.07% | 5.46%-14.5pp | 2.43%-11.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $4,496 | $3,216+39.8% | $2,485+80.9% | $4,779-5.9% |
| Participant deferral / active EE | $4,622 | $4,509+2.5% | $3,852+20.0% | $5,609-17.6% |
| Admin fee / account holder | $1,015 | $10,748-90.6% | $6,675-84.8% | $10,827-90.6% |