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 | $72,357 | $142,344-49.2% | $119,609-39.5% | $134,475-46.2% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -26.86% | -12.44%-14.4pp | -14.97%-11.9pp | 417.96%-444.8pp |
| Employer contribution / active EE | $1,112 | $5,222-78.7% | $4,232-73.7% | $4,740-76.5% |
| Participant deferral / active EE | $5,951 | $6,469-8.0% | $5,602+6.2% | $6,400-7.0% |
| Admin fee / account holder | $796 | $13,584-94.1% | $10,323-92.3% | $11,426-93.0% |