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 | $28,967 | $190,805-84.8% | $159,960-81.9% | $134,475-78.5% |
| Participation rate | 72.2% | 81.9%-9.7pp | 78.0%-5.7pp | 81.2%-9.0pp |
| Annual return | -22.93% | 552.23%-575.2pp | 408.60%-431.5pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,278 | $4,995-34.4% | $4,226-22.4% | $4,740-30.8% |
| Participant deferral / active EE | $5,165 | $6,923-25.4% | $6,182-16.5% | $6,400-19.3% |
| Admin fee / account holder | $1,718 | $10,471-83.6% | $8,698-80.3% | $11,426-85.0% |