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 | $74,838 | $142,344-47.4% | $119,609-37.4% | $134,475-44.3% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.3%-9.3pp | 81.2%-11.2pp |
| Annual return | -22.32% | -12.44%-9.9pp | -14.97%-7.3pp | 417.96%-440.3pp |
| Employer contribution / active EE | $4,189 | $5,222-19.8% | $4,232-1.0% | $4,740-11.6% |
| Participant deferral / active EE | $7,943 | $6,469+22.8% | $5,602+41.8% | $6,400+24.1% |
| Admin fee / account holder | $2,297 | $13,584-83.1% | $10,323-77.8% | $11,426-79.9% |