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 | $37,907 | $142,344-73.4% | $119,609-68.3% | $134,475-71.8% |
| Participation rate | 72.7% | 82.8%-10.1pp | 79.3%-6.5pp | 81.2%-8.5pp |
| Annual return | -20.18% | -12.44%-7.7pp | -14.97%-5.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,389 | $5,222-73.4% | $4,232-67.2% | $4,740-70.7% |
| Participant deferral / active EE | $2,945 | $6,469-54.5% | $5,602-47.4% | $6,400-54.0% |
| Admin fee / account holder | $972 | $13,584-92.8% | $10,323-90.6% | $11,426-91.5% |