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 | $75,347 | $147,727-49.0% | $115,756-34.9% | $134,475-44.0% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.1%-2.1pp | 81.2%-6.2pp |
| Annual return | -22.67% | 73.96%-96.6pp | 143.14%-165.8pp | 417.96%-440.6pp |
| Employer contribution / active EE | $1,000 | $4,713-78.8% | $3,793-73.6% | $4,740-78.9% |
| Participant deferral / active EE | $9,841 | $7,563+30.1% | $6,254+57.4% | $6,400+53.8% |
| Admin fee / account holder | $1,894 | $14,571-87.0% | $8,124-76.7% | $11,426-83.4% |