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 | $45,841 | $167,307-72.6% | $143,757-68.1% | $134,475-65.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -26.11% | 0.46%-26.6pp | -0.04%-26.1pp | 417.96%-444.1pp |
| Employer contribution / active EE | $2,166 | $5,619-61.5% | $4,951-56.3% | $4,740-54.3% |
| Participant deferral / active EE | $5,436 | $6,446-15.7% | $5,637-3.6% | $6,400-15.1% |
| Admin fee / account holder | $2,398 | $18,088-86.7% | $14,673-83.7% | $11,426-79.0% |