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 | $33,441 | $138,065-75.8% | $123,544-72.9% | $135,375-75.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.34% | 153.68%-164.0pp | 119.20%-129.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $3,871 | $5,151-24.9% | $4,628-16.4% | $4,779-19.0% |
| Participant deferral / active EE | $11,937 | $6,799+75.6% | $6,426+85.8% | $5,609+112.8% |
| Admin fee / account holder | $12,696 | $10,916+16.3% | $9,284+36.8% | $10,827+17.3% |