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 | $23,161 | $138,065-83.2% | $123,544-81.3% | $135,375-82.9% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -13.17% | 153.68%-166.9pp | 119.20%-132.4pp | 519.73%-532.9pp |
| Employer contribution / active EE | $3,325 | $5,151-35.5% | $4,628-28.2% | $4,779-30.4% |
| Participant deferral / active EE | $3,587 | $6,799-47.2% | $6,426-44.2% | $5,609-36.0% |
| Admin fee / account holder | $417 | $10,916-96.2% | $9,284-95.5% | $10,827-96.2% |