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 | $70,679 | $103,376-31.6% | $87,100-18.9% | $152,861-53.8% |
| Participation rate | 77.3% | 79.3%-2.1pp | 76.9%+0.4pp | 82.4%-5.2pp |
| Annual return | -0.95% | 28.10%-29.0pp | 28.19%-29.1pp | 345.32%-346.3pp |
| Employer contribution / active EE | $1,752 | $3,220-45.6% | $2,521-30.5% | $4,762-63.2% |
| Participant deferral / active EE | $3,617 | $4,778-24.3% | $4,049-10.7% | $5,850-38.2% |
| Admin fee / account holder | $708 | $12,205-94.2% | $7,497-90.6% | $11,596-93.9% |