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 | $86,644 | $138,065-37.2% | $123,544-29.9% | $135,375-36.0% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -9.60% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $1,759 | $5,151-65.9% | $4,628-62.0% | $4,779-63.2% |
| Participant deferral / active EE | $7,968 | $6,799+17.2% | $6,426+24.0% | $5,609+42.1% |
| Admin fee / account holder | $1,804 | $10,916-83.5% | $9,284-80.6% | $10,827-83.3% |