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 | $70,254 | $95,862-26.7% | $79,550-11.7% | $134,475-47.8% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -22.10% | -2.69%-19.4pp | 0.16%-22.3pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,092 | $3,128-33.1% | $2,413-13.3% | $4,740-55.9% |
| Participant deferral / active EE | $4,755 | $4,693+1.3% | $3,985+19.3% | $6,400-25.7% |
| Admin fee / account holder | $1,740 | $9,126-80.9% | $6,832-74.5% | $11,426-84.8% |