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 | $42,556 | $110,094-61.3% | $151,611-71.9% | $68,494-37.9% |
| Participation rate | 76.9% | 84.0%-7.0pp | 87.5%-10.6pp | 67.9%+9.0pp |
| Annual return | -18.67% | -10.12%-8.5pp | 3.33%-22.0pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,511 | $4,471-43.8% | $6,166-59.3% | $2,596-3.3% |
| Participant deferral / active EE | $3,335 | $6,527-48.9% | $8,363-60.1% | $4,027-17.2% |
| Admin fee / account holder | $4,471 | $7,719-42.1% | $11,616-61.5% | $5,403-17.2% |