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 | $36,950 | $160,055-76.9% | $140,016-73.6% | $135,375-72.7% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -11.96% | 911.38%-923.3pp | 651.12%-663.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $3,090 | $6,420-51.9% | $5,606-44.9% | $4,779-35.3% |
| Participant deferral / active EE | $5,874 | $7,642-23.1% | $6,927-15.2% | $5,609+4.7% |
| Admin fee / account holder | $9,076 | $13,328-31.9% | $10,705-15.2% | $10,827-16.2% |