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 | $67,868 | $140,940-51.8% | $112,229-39.5% | $139,434-51.3% |
| Participation rate | 91.7% | 79.2%+12.5pp | 72.4%+19.2pp | 80.3%+11.3pp |
| Annual return | -2.08% | 32.71%-34.8pp | 30.20%-32.3pp | 372.94%-375.0pp |
| Employer contribution / active EE | $2,292 | $4,283-46.5% | $3,430-33.2% | $4,751-51.7% |
| Participant deferral / active EE | $3,359 | $5,874-42.8% | $4,798-30.0% | $6,710-49.9% |
| Admin fee / account holder | $4,917 | $9,954-50.6% | $7,748-36.5% | $11,403-56.9% |