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 | $112,230 | $138,044-18.7% | $125,339-10.5% | $134,475-16.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -26.33% | 750.33%-776.7pp | 572.05%-598.4pp | 417.96%-444.3pp |
| Employer contribution / active EE | $1,664 | $5,243-68.3% | $4,814-65.4% | $4,740-64.9% |
| Participant deferral / active EE | $4,369 | $7,799-44.0% | $7,446-41.3% | $6,400-31.7% |
| Admin fee / account holder | $8,401 | $11,571-27.4% | $10,010-16.1% | $11,426-26.5% |