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 7-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 | $50,821 | $135,635-62.5% | $110,238-53.9% | $135,375-62.5% |
| Participation rate | 78.6% | 83.5%-4.9pp | 79.8%-1.2pp | 82.6%-4.1pp |
| Annual return | -11.05% | 513.19%-524.2pp | 314.74%-325.8pp | 519.73%-530.8pp |
| Employer contribution / active EE | $3,405 | $4,906-30.6% | $3,826-11.0% | $4,779-28.7% |
| Participant deferral / active EE | $5,075 | $5,506-7.8% | $4,672+8.6% | $5,609-9.5% |
| Admin fee / account holder | $775 | $11,457-93.2% | $8,547-90.9% | $10,827-92.8% |