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 | $35,880 | $113,935-68.5% | $94,224-61.9% | $125,391-71.4% |
| Participation rate | 87.5% | 82.9%+4.6pp | 78.8%+8.7pp | 83.2%+4.3pp |
| Annual return | -4.28% | 5.29%-9.6pp | 10.68%-15.0pp | 282.22%-286.5pp |
| Employer contribution / active EE | $2,011 | $4,727-57.5% | $3,587-43.9% | $4,866-58.7% |
| Participant deferral / active EE | $5,565 | $5,179+7.5% | $4,320+28.8% | $5,352+4.0% |
| Admin fee / account holder | $1,493 | $8,391-82.2% | $6,269-76.2% | $9,540-84.4% |