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 | $57,066 | $167,307-65.9% | $143,757-60.3% | $134,475-57.6% |
| Participation rate | 76.2% | 84.8%-8.6pp | 80.3%-4.1pp | 81.2%-5.0pp |
| Annual return | -21.33% | 0.46%-21.8pp | -0.04%-21.3pp | 417.96%-439.3pp |
| Employer contribution / active EE | $1,663 | $5,619-70.4% | $4,951-66.4% | $4,740-64.9% |
| Participant deferral / active EE | $3,268 | $6,446-49.3% | $5,637-42.0% | $6,400-48.9% |
| Admin fee / account holder | $608 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |