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 | $38,383 | $142,344-73.0% | $119,609-67.9% | $134,475-71.5% |
| Participation rate | 77.8% | 82.8%-5.0pp | 79.3%-1.5pp | 81.2%-3.4pp |
| Annual return | -24.90% | -12.44%-12.5pp | -14.97%-9.9pp | 417.96%-442.9pp |
| Employer contribution / active EE | $1,091 | $5,222-79.1% | $4,232-74.2% | $4,740-77.0% |
| Participant deferral / active EE | $2,434 | $6,469-62.4% | $5,602-56.5% | $6,400-62.0% |
| Admin fee / account holder | $1,094 | $13,584-91.9% | $10,323-89.4% | $11,426-90.4% |