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 | $72,120 | $209,411-65.6% | $178,490-59.6% | $158,922-54.6% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -3.44% | 188.75%-192.2pp | 151.07%-154.5pp | 302.83%-306.3pp |
| Employer contribution / active EE | $1,726 | $5,706-69.8% | $5,011-65.6% | $4,761-63.7% |
| Participant deferral / active EE | $7,082 | $5,954+18.9% | $5,202+36.2% | $5,982+18.4% |
| Admin fee / account holder | $16,821 | $17,074-1.5% | $13,984+20.3% | $11,246+49.6% |