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 | $50,136 | $138,065-63.7% | $123,544-59.4% | $135,375-63.0% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -9.38% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $2,600 | $5,151-49.5% | $4,628-43.8% | $4,779-45.6% |
| Participant deferral / active EE | $4,231 | $6,799-37.8% | $6,426-34.2% | $5,609-24.6% |
| Admin fee / account holder | $618 | $10,916-94.3% | $9,284-93.3% | $10,827-94.3% |