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 | $72,599 | $133,958-45.8% | $112,228-35.3% | $134,475-46.0% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -21.40% | 47.11%-68.5pp | 27.45%-48.8pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,488 | $4,038-63.2% | $3,635-59.1% | $4,740-68.6% |
| Participant deferral / active EE | $3,659 | $5,291-30.8% | $4,728-22.6% | $6,400-42.8% |
| Admin fee / account holder | $3,551 | $7,489-52.6% | $6,410-44.6% | $11,426-68.9% |