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 | $30,272 | $142,344-78.7% | $119,609-74.7% | $134,475-77.5% |
| Participation rate | 78.6% | 82.8%-4.2pp | 79.3%-0.7pp | 81.2%-2.7pp |
| Annual return | -21.08% | -12.44%-8.6pp | -14.97%-6.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $2,467 | $5,222-52.8% | $4,232-41.7% | $4,740-48.0% |
| Participant deferral / active EE | $4,491 | $6,469-30.6% | $5,602-19.8% | $6,400-29.8% |
| Admin fee / account holder | $2,589 | $13,584-80.9% | $10,323-74.9% | $11,426-77.3% |