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 5-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 | $44,530 | $105,860-57.9% | $90,749-50.9% | $134,475-66.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -22.69% | -11.01%-11.7pp | -12.16%-10.5pp | 417.96%-440.7pp |
| Employer contribution / active EE | $1,916 | $3,462-44.7% | $2,921-34.4% | $4,740-59.6% |
| Participant deferral / active EE | $4,540 | $5,216-12.9% | $4,564-0.5% | $6,400-29.1% |
| Admin fee / account holder | $4,438 | $13,938-68.2% | $8,445-47.5% | $11,426-61.2% |