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 | $91,494 | $138,044-33.7% | $125,339-27.0% | $134,475-32.0% |
| Participation rate | 76.9% | 84.5%-7.6pp | 82.4%-5.4pp | 81.2%-4.3pp |
| Annual return | -22.52% | 750.33%-772.8pp | 572.05%-594.6pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,386 | $5,243-35.4% | $4,814-29.7% | $4,740-28.6% |
| Participant deferral / active EE | $8,245 | $7,799+5.7% | $7,446+10.7% | $6,400+28.8% |
| Admin fee / account holder | $3,895 | $11,571-66.3% | $10,010-61.1% | $11,426-65.9% |