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 | $48,756 | $142,344-65.7% | $119,609-59.2% | $134,475-63.7% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -22.63% | -12.44%-10.2pp | -14.97%-7.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,217 | $5,222-57.5% | $4,232-47.6% | $4,740-53.2% |
| Participant deferral / active EE | $4,287 | $6,469-33.7% | $5,602-23.5% | $6,400-33.0% |
| Admin fee / account holder | $7,532 | $13,584-44.5% | $10,323-27.0% | $11,426-34.1% |