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 | $87,199 | $140,940-38.1% | $112,229-22.3% | $139,434-37.5% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | -6.90% | 32.71%-39.6pp | 30.20%-37.1pp | 372.94%-379.8pp |
| Employer contribution / active EE | $2,843 | $4,283-33.6% | $3,430-17.1% | $4,751-40.2% |
| Participant deferral / active EE | $3,881 | $5,874-33.9% | $4,798-19.1% | $6,710-42.2% |
| Admin fee / account holder | $1,339 | $9,954-86.6% | $7,748-82.7% | $11,403-88.3% |