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 5-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 | $34,730 | $167,484-79.3% | $151,611-77.1% | $134,475-74.2% |
| Participation rate | 81.3% | 88.4%-7.1pp | 87.5%-6.2pp | 81.2%0pp |
| Annual return | -22.96% | 7.80%-30.8pp | 3.33%-26.3pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,434 | $6,829-49.7% | $6,166-44.3% | $4,740-27.6% |
| Participant deferral / active EE | $9,654 | $8,986+7.4% | $8,363+15.4% | $6,400+50.9% |
| Admin fee / account holder | $1,500 | $13,783-89.1% | $11,616-87.1% | $11,426-86.9% |