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 | $27,112 | $127,386-78.7% | $115,037-76.4% | $125,391-78.4% |
| Participation rate | 70.6% | 84.2%-13.6pp | 81.4%-10.8pp | 83.2%-12.6pp |
| Annual return | -4.26% | 31.28%-35.5pp | 26.14%-30.4pp | 282.22%-286.5pp |
| Employer contribution / active EE | $3,200 | $5,166-38.1% | $4,608-30.6% | $4,866-34.2% |
| Participant deferral / active EE | $5,935 | $6,423-7.6% | $6,026-1.5% | $5,352+10.9% |
| Admin fee / account holder | $4,393 | $9,516-53.8% | $8,175-46.3% | $9,540-53.9% |