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 | $34,008 | $138,065-75.4% | $123,544-72.5% | $135,375-74.9% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -9.65% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,271 | $5,151-55.9% | $4,628-50.9% | $4,779-52.5% |
| Participant deferral / active EE | $5,529 | $6,799-18.7% | $6,426-13.9% | $5,609-1.4% |
| Admin fee / account holder | $6,086 | $10,916-44.2% | $9,284-34.4% | $10,827-43.8% |