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 | $80,310 | $167,307-52.0% | $143,757-44.1% | $134,475-40.3% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -23.66% | 0.46%-24.1pp | -0.04%-23.6pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,091 | $5,619-62.8% | $4,951-57.8% | $4,740-55.9% |
| Participant deferral / active EE | $5,562 | $6,446-13.7% | $5,637-1.3% | $6,400-13.1% |
| Admin fee / account holder | $2,485 | $18,088-86.3% | $14,673-83.1% | $11,426-78.3% |