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 | $123,431 | $167,307-26.2% | $143,757-14.1% | $134,475-8.2% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -21.74% | 0.46%-22.2pp | -0.04%-21.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,429 | $5,619-39.0% | $4,951-30.7% | $4,740-27.6% |
| Participant deferral / active EE | $10,783 | $6,446+67.3% | $5,637+91.3% | $6,400+68.5% |
| Admin fee / account holder | $1,502 | $18,088-91.7% | $14,673-89.8% | $11,426-86.9% |