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 | $90,037 | $167,484-46.2% | $151,611-40.6% | $134,475-33.0% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -22.13% | 7.80%-29.9pp | 3.33%-25.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,189 | $6,829-67.9% | $6,166-64.5% | $4,740-53.8% |
| Participant deferral / active EE | $5,603 | $8,986-37.6% | $8,363-33.0% | $6,400-12.4% |
| Admin fee / account holder | $5,135 | $13,783-62.7% | $11,616-55.8% | $11,426-55.1% |