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 | $68,488 | $90,503-24.3% | $78,689-13.0% | $273,961-75.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | -22.79% | 75.60%-98.4pp | 62.18%-85.0pp | 41.45%-64.2pp |
| Employer contribution / active EE | $1,706 | $3,176-46.3% | $2,851-40.1% | $4,869-65.0% |
| Participant deferral / active EE | $3,429 | $3,901-12.1% | $3,517-2.5% | $5,287-35.2% |
| Admin fee / account holder | $1,202 | $5,263-77.2% | $4,510-73.4% | $10,132-88.1% |