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 | $38,938 | $138,065-71.8% | $123,544-68.5% | $135,375-71.2% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -12.26% | 153.68%-165.9pp | 119.20%-131.5pp | 519.73%-532.0pp |
| Employer contribution / active EE | $3,162 | $5,151-38.6% | $4,628-31.7% | $4,779-33.8% |
| Participant deferral / active EE | $7,978 | $6,799+17.3% | $6,426+24.2% | $5,609+42.2% |
| Admin fee / account holder | $2,722 | $10,916-75.1% | $9,284-70.7% | $10,827-74.9% |