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 | $67,431 | $167,307-59.7% | $143,757-53.1% | $134,475-49.9% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.82% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $1,593 | $5,619-71.6% | $4,951-67.8% | $4,740-66.4% |
| Participant deferral / active EE | $2,680 | $6,446-58.4% | $5,637-52.5% | $6,400-58.1% |
| Admin fee / account holder | $3,082 | $18,088-83.0% | $14,673-79.0% | $11,426-73.0% |