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 | $60,448 | $138,065-56.2% | $123,544-51.1% | $135,375-55.3% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -10.57% | 153.68%-164.3pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $4,883 | $5,151-5.2% | $4,628+5.5% | $4,779+2.2% |
| Participant deferral / active EE | $7,117 | $6,799+4.7% | $6,426+10.8% | $5,609+26.9% |
| Admin fee / account holder | $1,981 | $10,916-81.8% | $9,284-78.7% | $10,827-81.7% |