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 | $49,917 | $87,705-43.1% | $63,517-21.4% | $125,391-60.2% |
| Participation rate | 81.8% | 77.0%+4.8pp | 71.0%+10.8pp | 83.2%-1.4pp |
| Annual return | -5.46% | 21.70%-27.2pp | -70.30%+64.8pp | 282.22%-287.7pp |
| Employer contribution / active EE | $0 | $3,601-100.0% | $2,322-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,655 | $3,939-32.6% | $2,953-10.1% | $5,352-50.4% |
| Admin fee / account holder | $1,732 | $11,948-85.5% | $5,892-70.6% | $9,540-81.9% |