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 | $85,836 | $180,449-52.4% | $154,107-44.3% | $135,375-36.6% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -11.14% | 888.09%-899.2pp | 735.12%-746.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $2,040 | $6,035-66.2% | $5,298-61.5% | $4,779-57.3% |
| Participant deferral / active EE | $5,385 | $5,806-7.3% | $5,081+6.0% | $5,609-4.0% |
| Admin fee / account holder | $1,497 | $16,143-90.7% | $13,411-88.8% | $10,827-86.2% |