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 | $77,161 | $138,065-44.1% | $123,544-37.5% | $135,375-43.0% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -9.54% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,243 | $5,151-56.5% | $4,628-51.5% | $4,779-53.1% |
| Participant deferral / active EE | $5,999 | $6,799-11.8% | $6,426-6.6% | $5,609+7.0% |
| Admin fee / account holder | $2,881 | $10,916-73.6% | $9,284-69.0% | $10,827-73.4% |