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 7-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 | $108,086 | $175,600-38.4% | $129,110-16.3% | $134,475-19.6% |
| Participation rate | 78.3% | 81.6%-3.3pp | 77.3%+1.0pp | 81.2%-3.0pp |
| Annual return | -20.11% | -11.39%-8.7pp | -10.94%-9.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,705 | $6,355-57.4% | $5,052-46.5% | $4,740-42.9% |
| Participant deferral / active EE | $5,405 | $7,975-32.2% | $6,542-17.4% | $6,400-15.5% |
| Admin fee / account holder | $694 | $23,567-97.1% | $14,302-95.1% | $11,426-93.9% |