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 | $61,871 | $95,862-35.5% | $79,550-22.2% | $134,475-54.0% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -23.59% | -2.69%-20.9pp | 0.16%-23.8pp | 417.96%-441.6pp |
| Employer contribution / active EE | $2,908 | $3,128-7.0% | $2,413+20.5% | $4,740-38.6% |
| Participant deferral / active EE | $5,933 | $4,693+26.4% | $3,985+48.9% | $6,400-7.3% |
| Admin fee / account holder | $1,810 | $9,126-80.2% | $6,832-73.5% | $11,426-84.2% |