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 | $72,901 | $167,307-56.4% | $143,757-49.3% | $134,475-45.8% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -20.74% | 0.46%-21.2pp | -0.04%-20.7pp | 417.96%-438.7pp |
| Employer contribution / active EE | $1,742 | $5,619-69.0% | $4,951-64.8% | $4,740-63.3% |
| Participant deferral / active EE | $5,691 | $6,446-11.7% | $5,637+0.9% | $6,400-11.1% |
| Admin fee / account holder | $6,346 | $18,088-64.9% | $14,673-56.8% | $11,426-44.5% |