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 | $55,827 | $158,817-64.8% | $121,196-53.9% | $135,375-58.8% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | -10.23% | -0.64%-9.6pp | 16.93%-27.2pp | 519.73%-530.0pp |
| Employer contribution / active EE | $4,804 | $5,665-15.2% | $4,022+19.4% | $4,779+0.5% |
| Participant deferral / active EE | $469 | $4,005-88.3% | $3,344-86.0% | $5,609-91.6% |
| Admin fee / account holder | $604 | $6,512-90.7% | $5,019-88.0% | $10,827-94.4% |