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 | $85,350 | $112,096-23.9% | $95,952-11.0% | $158,922-46.3% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | -10.14% | 171.09%-181.2pp | 91.61%-101.8pp | 302.83%-313.0pp |
| Employer contribution / active EE | $848 | $3,198-73.5% | $2,541-66.6% | $4,761-82.2% |
| Participant deferral / active EE | $4,749 | $4,784-0.7% | $4,167+14.0% | $5,982-20.6% |
| Admin fee / account holder | $3,261 | $10,130-67.8% | $6,795-52.0% | $11,246-71.0% |