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 | $66,474 | $142,344-53.3% | $119,609-44.4% | $134,475-50.6% |
| Participation rate | 92.3% | 82.8%+9.5pp | 79.3%+13.0pp | 81.2%+11.1pp |
| Annual return | -28.77% | -12.44%-16.3pp | -14.97%-13.8pp | 417.96%-446.7pp |
| Employer contribution / active EE | $2,891 | $5,222-44.6% | $4,232-31.7% | $4,740-39.0% |
| Participant deferral / active EE | $3,718 | $6,469-42.5% | $5,602-33.6% | $6,400-41.9% |
| Admin fee / account holder | $809 | $13,584-94.0% | $10,323-92.2% | $11,426-92.9% |