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 | $89,559 | $107,791-16.9% | $90,645-1.2% | $135,375-33.8% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -13.26% | -0.90%-12.4pp | 1.88%-15.1pp | 519.73%-533.0pp |
| Employer contribution / active EE | $1,549 | $3,018-48.7% | $2,532-38.8% | $4,779-67.6% |
| Participant deferral / active EE | $10,629 | $3,872+174.5% | $3,425+210.4% | $5,609+89.5% |
| Admin fee / account holder | $648 | $5,930-89.1% | $4,994-87.0% | $10,827-94.0% |