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 | $80,844 | $167,484-51.7% | $151,611-46.7% | $134,475-39.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -22.77% | 7.80%-30.6pp | 3.33%-26.1pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,214 | $6,829-67.6% | $6,166-64.1% | $4,740-53.3% |
| Participant deferral / active EE | $5,598 | $8,986-37.7% | $8,363-33.1% | $6,400-12.5% |
| Admin fee / account holder | $6,577 | $13,783-52.3% | $11,616-43.4% | $11,426-42.4% |