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 | $30,881 | $167,307-81.5% | $143,757-78.5% | $134,475-77.0% |
| Participation rate | 92.3% | 84.8%+7.5pp | 80.3%+12.0pp | 81.2%+11.1pp |
| Annual return | -28.21% | 0.46%-28.7pp | -0.04%-28.2pp | 417.96%-446.2pp |
| Employer contribution / active EE | $3,760 | $5,619-33.1% | $4,951-24.1% | $4,740-20.7% |
| Participant deferral / active EE | $3,583 | $6,446-44.4% | $5,637-36.4% | $6,400-44.0% |
| Admin fee / account holder | $748 | $18,088-95.9% | $14,673-94.9% | $11,426-93.5% |