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 | $58,661 | $106,115-44.7% | $85,969-31.8% | $125,391-53.2% |
| Participation rate | 75.0% | 84.1%-9.1pp | 76.5%-1.5pp | 83.2%-8.2pp |
| Annual return | -12.94% | 13.93%-26.9pp | 9.32%-22.3pp | 282.22%-295.2pp |
| Employer contribution / active EE | $5,505 | $4,537+21.3% | $3,474+58.4% | $4,866+13.1% |
| Participant deferral / active EE | $2,555 | $4,859-47.4% | $3,829-33.3% | $5,352-52.2% |
| Admin fee / account holder | $699 | $8,144-91.4% | $6,053-88.4% | $9,540-92.7% |