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 | $82,364 | $167,307-50.8% | $143,757-42.7% | $134,475-38.8% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -22.02% | 0.46%-22.5pp | -0.04%-22.0pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,556 | $5,619-72.3% | $4,951-68.6% | $4,740-67.2% |
| Participant deferral / active EE | $3,322 | $6,446-48.5% | $5,637-41.1% | $6,400-48.1% |
| Admin fee / account holder | $742 | $18,088-95.9% | $14,673-94.9% | $11,426-93.5% |