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 | $79,315 | $113,935-30.4% | $94,224-15.8% | $125,391-36.7% |
| Participation rate | 76.9% | 82.9%-6.0pp | 78.8%-1.8pp | 83.2%-6.3pp |
| Annual return | -8.81% | 5.29%-14.1pp | 10.68%-19.5pp | 282.22%-291.0pp |
| Employer contribution / active EE | $1,746 | $4,727-63.1% | $3,587-51.3% | $4,866-64.1% |
| Participant deferral / active EE | $4,463 | $5,179-13.8% | $4,320+3.3% | $5,352-16.6% |
| Admin fee / account holder | $3,740 | $8,391-55.4% | $6,269-40.3% | $9,540-60.8% |