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 | $34,816 | $97,757-64.4% | $83,848-58.5% | $135,375-74.3% |
| Participation rate | 73.3% | 80.0%-6.6pp | 76.1%-2.8pp | 82.6%-9.3pp |
| Annual return | -14.55% | 1287.37%-1301.9pp | 850.88%-865.4pp | 519.73%-534.3pp |
| Employer contribution / active EE | $14,967 | $4,222+254.5% | $3,631+312.2% | $4,779+213.2% |
| Participant deferral / active EE | $5,628 | $4,682+20.2% | $4,082+37.9% | $5,609+0.3% |
| Admin fee / account holder | $2,454 | $6,674-63.2% | $5,478-55.2% | $10,827-77.3% |