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 | $59,492 | $82,286-27.7% | $68,791-13.5% | $134,475-55.8% |
| Participation rate | 75.0% | 75.1%-0.1pp | 69.0%+6.0pp | 81.2%-6.2pp |
| Annual return | -33.46% | -2.19%-31.3pp | -6.38%-27.1pp | 417.96%-451.4pp |
| Employer contribution / active EE | $1,668 | $3,301-49.5% | $2,655-37.2% | $4,740-64.8% |
| Participant deferral / active EE | $3,085 | $4,739-34.9% | $3,941-21.7% | $6,400-51.8% |
| Admin fee / account holder | $3,740 | $6,481-42.3% | $4,932-24.2% | $11,426-67.3% |