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 | $89,843 | $135,635-33.8% | $110,238-18.5% | $135,375-33.6% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | -10.64% | 513.19%-523.8pp | 314.74%-325.4pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,639 | $4,906-66.6% | $3,826-57.2% | $4,779-65.7% |
| Participant deferral / active EE | $3,386 | $5,506-38.5% | $4,672-27.5% | $5,609-39.6% |
| Admin fee / account holder | $19,926 | $11,457+73.9% | $8,547+133.1% | $10,827+84.0% |