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 | $120,849 | $167,307-27.8% | $143,757-15.9% | $134,475-10.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -36.53% | 0.46%-37.0pp | -0.04%-36.5pp | 417.96%-454.5pp |
| Employer contribution / active EE | $2,072 | $5,619-63.1% | $4,951-58.2% | $4,740-56.3% |
| Participant deferral / active EE | $5,600 | $6,446-13.1% | $5,637-0.6% | $6,400-12.5% |
| Admin fee / account holder | $8,271 | $18,088-54.3% | $14,673-43.6% | $11,426-27.6% |