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 | $89,633 | $147,167-39.1% | $111,392-19.5% | $135,375-33.8% |
| Participation rate | 88.2% | 84.0%+4.2pp | 78.9%+9.4pp | 82.6%+5.6pp |
| Annual return | -10.79% | -4.44%-6.3pp | -2.06%-8.7pp | 519.73%-530.5pp |
| Employer contribution / active EE | $1,982 | $5,204-61.9% | $4,328-54.2% | $4,779-58.5% |
| Participant deferral / active EE | $4,530 | $6,565-31.0% | $5,567-18.6% | $5,609-19.2% |
| Admin fee / account holder | $5,767 | $20,270-71.5% | $12,266-53.0% | $10,827-46.7% |