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 | $84,014 | $138,065-39.1% | $123,544-32.0% | $135,375-37.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.37% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $5,848 | $5,151+13.5% | $4,628+26.4% | $4,779+22.4% |
| Participant deferral / active EE | $3,250 | $6,799-52.2% | $6,426-49.4% | $5,609-42.1% |
| Admin fee / account holder | $1,312 | $10,916-88.0% | $9,284-85.9% | $10,827-87.9% |