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 | $39,333 | $96,557-59.3% | $80,975-51.4% | $273,961-85.6% |
| Participation rate | 71.4% | 79.1%-7.7pp | 75.8%-4.4pp | 83.0%-11.6pp |
| Annual return | -10.52% | 15.14%-25.7pp | 17.10%-27.6pp | 41.45%-52.0pp |
| Employer contribution / active EE | $2,243 | $4,868-53.9% | $3,714-39.6% | $4,869-53.9% |
| Participant deferral / active EE | $4,027 | $6,598-39.0% | $5,696-29.3% | $5,287-23.8% |
| Admin fee / account holder | $436 | $7,492-94.2% | $5,516-92.1% | $10,132-95.7% |