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 | $53,828 | $73,933-27.2% | $96,683-44.3% | $75,163-28.4% |
| Participation rate | 78.8% | 66.4%+12.4pp | 74.3%+4.5pp | 67.2%+11.7pp |
| Annual return | -5.86% | 26.70%-32.6pp | 35.69%-41.5pp | 160.62%-166.5pp |
| Employer contribution / active EE | $1,764 | $2,928-39.8% | $3,737-52.8% | $2,670-33.9% |
| Participant deferral / active EE | $2,722 | $3,659-25.6% | $4,878-44.2% | $4,125-34.0% |
| Admin fee / account holder | $1,481 | $5,216-71.6% | $6,730-78.0% | $5,651-73.8% |