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 | $68,119 | $99,032-31.2% | $80,019-14.9% | $135,375-49.7% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -10.79% | 15.39%-26.2pp | 11.22%-22.0pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,425 | $3,043-20.3% | $2,468-1.7% | $4,779-49.3% |
| Participant deferral / active EE | $13,979 | $4,282+226.5% | $3,686+279.3% | $5,609+149.2% |
| Admin fee / account holder | $4,078 | $10,436-60.9% | $6,521-37.5% | $10,827-62.3% |