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 | $35,762 | $100,754-64.5% | $86,677-58.7% | $134,475-73.4% |
| Participation rate | 78.3% | 78.9%-0.7pp | 76.6%+1.7pp | 81.2%-3.0pp |
| Annual return | -22.04% | 29.04%-51.1pp | 35.91%-57.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $2,112 | $3,489-39.5% | $2,836-25.5% | $4,740-55.4% |
| Participant deferral / active EE | $3,587 | $5,338-32.8% | $4,656-23.0% | $6,400-44.0% |
| Admin fee / account holder | $14,732 | $10,926+34.8% | $7,493+96.6% | $11,426+28.9% |