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 6-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 | $36,035 | $167,484-78.5% | $151,611-76.2% | $134,475-73.2% |
| Participation rate | 81.0% | 88.4%-7.4pp | 87.5%-6.5pp | 81.2%-0.3pp |
| Annual return | -22.58% | 7.80%-30.4pp | 3.33%-25.9pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,541 | $6,829-48.1% | $6,166-42.6% | $4,740-25.3% |
| Participant deferral / active EE | $6,074 | $8,986-32.4% | $8,363-27.4% | $6,400-5.1% |
| Admin fee / account holder | $3,996 | $13,783-71.0% | $11,616-65.6% | $11,426-65.0% |