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 | $121,581 | $168,632-27.9% | $147,614-17.6% | $125,391-3.0% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -5.65% | 77.65%-83.3pp | 61.98%-67.6pp | 282.22%-287.9pp |
| Employer contribution / active EE | $2,268 | $6,252-63.7% | $5,564-59.3% | $4,866-53.4% |
| Participant deferral / active EE | $5,364 | $5,507-2.6% | $4,895+9.6% | $5,352+0.2% |
| Admin fee / account holder | $702 | $13,580-94.8% | $11,611-94.0% | $9,540-92.6% |