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 | $61,711 | $112,096-44.9% | $95,952-35.7% | $158,922-61.2% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | -12.07% | 171.09%-183.2pp | 91.61%-103.7pp | 302.83%-314.9pp |
| Employer contribution / active EE | $1,836 | $3,198-42.6% | $2,541-27.7% | $4,761-61.4% |
| Participant deferral / active EE | $2,992 | $4,784-37.4% | $4,167-28.2% | $5,982-50.0% |
| Admin fee / account holder | $1,268 | $10,130-87.5% | $6,795-81.3% | $11,246-88.7% |