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 | $75,697 | $118,680-36.2% | $98,907-23.5% | $158,922-52.4% |
| Participation rate | 78.9% | 77.8%+1.1pp | 76.0%+2.9pp | 82.0%-3.0pp |
| Annual return | -10.46% | 372.35%-382.8pp | 196.43%-206.9pp | 302.83%-313.3pp |
| Employer contribution / active EE | $639 | $3,333-80.8% | $2,689-76.2% | $4,761-86.6% |
| Participant deferral / active EE | $3,324 | $5,088-34.7% | $4,244-21.7% | $5,982-44.4% |
| Admin fee / account holder | $2,694 | $10,131-73.4% | $6,642-59.4% | $11,246-76.0% |