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 | $48,448 | $180,449-73.2% | $154,107-68.6% | $135,375-64.2% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -10.76% | 888.09%-898.9pp | 735.12%-745.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,096 | $6,035-48.7% | $5,298-41.6% | $4,779-35.2% |
| Participant deferral / active EE | $4,540 | $5,806-21.8% | $5,081-10.6% | $5,609-19.1% |
| Admin fee / account holder | $638 | $16,143-96.0% | $13,411-95.2% | $10,827-94.1% |