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 | $80,249 | $138,065-41.9% | $123,544-35.0% | $135,375-40.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.82% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $3,620 | $5,151-29.7% | $4,628-21.8% | $4,779-24.2% |
| Participant deferral / active EE | $7,094 | $6,799+4.3% | $6,426+10.4% | $5,609+26.5% |
| Admin fee / account holder | $7,778 | $10,916-28.7% | $9,284-16.2% | $10,827-28.2% |