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 | $106,482 | $167,307-36.4% | $143,757-25.9% | $134,475-20.8% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -20.17% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,819 | $5,619-67.6% | $4,951-63.3% | $4,740-61.6% |
| Participant deferral / active EE | $3,986 | $6,446-38.2% | $5,637-29.3% | $6,400-37.7% |
| Admin fee / account holder | $871 | $18,088-95.2% | $14,673-94.1% | $11,426-92.4% |