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 | $68,972 | $167,484-58.8% | $151,611-54.5% | $134,475-48.7% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -23.36% | 7.80%-31.2pp | 3.33%-26.7pp | 417.96%-441.3pp |
| Employer contribution / active EE | $6,374 | $6,829-6.7% | $6,166+3.4% | $4,740+34.5% |
| Participant deferral / active EE | $5,167 | $8,986-42.5% | $8,363-38.2% | $6,400-19.3% |
| Admin fee / account holder | $10,464 | $13,783-24.1% | $11,616-9.9% | $11,426-8.4% |