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 | $42,534 | $138,065-69.2% | $123,544-65.6% | $135,375-68.6% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -22.85% | 153.68%-176.5pp | 119.20%-142.0pp | 519.73%-542.6pp |
| Employer contribution / active EE | $2,501 | $5,151-51.5% | $4,628-46.0% | $4,779-47.7% |
| Participant deferral / active EE | $5,806 | $6,799-14.6% | $6,426-9.6% | $5,609+3.5% |
| Admin fee / account holder | $1,201 | $10,916-89.0% | $9,284-87.1% | $10,827-88.9% |