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 | $28,756 | $197,825-85.5% | $155,790-81.5% | $125,391-77.1% |
| Participation rate | 76.2% | 82.1%-5.9pp | 76.1%+0.1pp | 83.2%-7.0pp |
| Annual return | -4.04% | 86.74%-90.8pp | 71.54%-75.6pp | 282.22%-286.3pp |
| Employer contribution / active EE | $764 | $4,847-84.2% | $3,836-80.1% | $4,866-84.3% |
| Participant deferral / active EE | $1,694 | $5,630-69.9% | $4,797-64.7% | $5,352-68.3% |
| Admin fee / account holder | $910 | $9,545-90.5% | $7,478-87.8% | $9,540-90.5% |