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 | $64,481 | $71,883-10.3% | $86,677-25.6% | $68,494-5.9% |
| Participation rate | 84.2% | 72.2%+12.0pp | 76.6%+7.6pp | 67.9%+16.3pp |
| Annual return | -26.27% | 3.52%-29.8pp | 35.91%-62.2pp | -7.84%-18.4pp |
| Employer contribution / active EE | $997 | $2,173-54.1% | $2,836-64.8% | $2,596-61.6% |
| Participant deferral / active EE | $2,593 | $3,779-31.4% | $4,656-44.3% | $4,027-35.6% |
| Admin fee / account holder | $2,369 | $6,112-61.2% | $7,493-68.4% | $5,403-56.2% |