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 | $103,195 | $138,065-25.3% | $123,544-16.5% | $135,375-23.8% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -9.48% | 153.68%-163.2pp | 119.20%-128.7pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,582 | $5,151-49.9% | $4,628-44.2% | $4,779-46.0% |
| Participant deferral / active EE | $7,536 | $6,799+10.8% | $6,426+17.3% | $5,609+34.4% |
| Admin fee / account holder | $337 | $10,916-96.9% | $9,284-96.4% | $10,827-96.9% |