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 | $53,361 | $167,484-68.1% | $151,611-64.8% | $134,475-60.3% |
| Participation rate | 84.6% | 88.4%-3.8pp | 87.5%-2.9pp | 81.2%+3.4pp |
| Annual return | -22.98% | 7.80%-30.8pp | 3.33%-26.3pp | 417.96%-440.9pp |
| Employer contribution / active EE | $2,604 | $6,829-61.9% | $6,166-57.8% | $4,740-45.1% |
| Participant deferral / active EE | $5,331 | $8,986-40.7% | $8,363-36.3% | $6,400-16.7% |
| Admin fee / account holder | $1,211 | $13,783-91.2% | $11,616-89.6% | $11,426-89.4% |