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 | $54,677 | $142,344-61.6% | $119,609-54.3% | $134,475-59.3% |
| Participation rate | 70.8% | 82.8%-12.0pp | 79.3%-8.4pp | 81.2%-10.4pp |
| Annual return | -23.35% | -12.44%-10.9pp | -14.97%-8.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,993 | $5,222-61.8% | $4,232-52.9% | $4,740-58.0% |
| Participant deferral / active EE | $5,272 | $6,469-18.5% | $5,602-5.9% | $6,400-17.6% |
| Admin fee / account holder | $4,890 | $13,584-64.0% | $10,323-52.6% | $11,426-57.2% |