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 | $123,028 | $175,202-29.8% | $149,673-17.8% | $139,434-11.8% |
| Participation rate | 83.3% | 83.4%0pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | -5.13% | 166.71%-171.8pp | 134.42%-139.5pp | 372.94%-378.1pp |
| Employer contribution / active EE | $1,339 | $5,474-75.5% | $4,818-72.2% | $4,751-71.8% |
| Participant deferral / active EE | $3,892 | $6,519-40.3% | $5,680-31.5% | $6,710-42.0% |
| Admin fee / account holder | $50,307 | $16,150+211.5% | $13,210+280.8% | $11,403+341.2% |