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 | $136,286 | $167,484-18.6% | $151,611-10.1% | $134,475+1.3% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -22.14% | 7.80%-29.9pp | 3.33%-25.5pp | 417.96%-440.1pp |
| Employer contribution / active EE | $2,483 | $6,829-63.6% | $6,166-59.7% | $4,740-47.6% |
| Participant deferral / active EE | $7,902 | $8,986-12.1% | $8,363-5.5% | $6,400+23.5% |
| Admin fee / account holder | $1,967 | $13,783-85.7% | $11,616-83.1% | $11,426-82.8% |