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 | $79,416 | $211,958-62.5% | $169,463-53.1% | $135,375-41.3% |
| Participation rate | 81.8% | 82.6%-0.8pp | 77.8%+4.0pp | 82.6%-0.8pp |
| Annual return | -13.11% | 3.26%-16.4pp | 1.83%-14.9pp | 519.73%-532.8pp |
| Employer contribution / active EE | $2,191 | $5,120-57.2% | $4,159-47.3% | $4,779-54.2% |
| Participant deferral / active EE | $10,324 | $6,075+70.0% | $5,277+95.7% | $5,609+84.1% |
| Admin fee / account holder | $1,182 | $11,471-89.7% | $9,109-87.0% | $10,827-89.1% |