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 | $72,615 | $167,307-56.6% | $143,757-49.5% | $134,475-46.0% |
| Participation rate | 89.5% | 84.8%+4.7pp | 80.3%+9.2pp | 81.2%+8.3pp |
| Annual return | -26.61% | 0.46%-27.1pp | -0.04%-26.6pp | 417.96%-444.6pp |
| Employer contribution / active EE | $2,231 | $5,619-60.3% | $4,951-54.9% | $4,740-52.9% |
| Participant deferral / active EE | $7,048 | $6,446+9.3% | $5,637+25.0% | $6,400+10.1% |
| Admin fee / account holder | $606 | $18,088-96.6% | $14,673-95.9% | $11,426-94.7% |