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 | $67,474 | $100,754-33.0% | $86,677-22.2% | $134,475-49.8% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -21.98% | 29.04%-51.0pp | 35.91%-57.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,847 | $3,489-47.1% | $2,836-34.9% | $4,740-61.0% |
| Participant deferral / active EE | $3,643 | $5,338-31.7% | $4,656-21.7% | $6,400-43.1% |
| Admin fee / account holder | $7,058 | $10,926-35.4% | $7,493-5.8% | $11,426-38.2% |