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 | $42,936 | $167,307-74.3% | $143,757-70.1% | $134,475-68.1% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -24.19% | 0.46%-24.7pp | -0.04%-24.2pp | 417.96%-442.2pp |
| Employer contribution / active EE | $3,140 | $5,619-44.1% | $4,951-36.6% | $4,740-33.7% |
| Participant deferral / active EE | $7,256 | $6,446+12.6% | $5,637+28.7% | $6,400+13.4% |
| Admin fee / account holder | $4,387 | $18,088-75.7% | $14,673-70.1% | $11,426-61.6% |