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 | $133,092 | $211,958-37.2% | $169,463-21.5% | $135,375-1.7% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -9.78% | 3.26%-13.0pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $840 | $5,120-83.6% | $4,159-79.8% | $4,779-82.4% |
| Participant deferral / active EE | $6,000 | $6,075-1.2% | $5,277+13.7% | $5,609+7.0% |
| Admin fee / account holder | $2,340 | $11,471-79.6% | $9,109-74.3% | $10,827-78.4% |