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 | $87,431 | $94,529-7.5% | $140,016-37.6% | $64,186+36.2% |
| Participation rate | 80.0% | 84.1%-4.1pp | 87.5%-7.5pp | 69.6%+10.4pp |
| Annual return | -7.42% | 7.77%-15.2pp | 651.12%-658.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $2,244 | $3,812-41.1% | $5,606-60.0% | $2,381-5.8% |
| Participant deferral / active EE | $4,396 | $5,250-16.3% | $6,927-36.5% | $3,470+26.7% |
| Admin fee / account holder | $382 | $6,741-94.3% | $10,705-96.4% | $4,888-92.2% |