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 | $84,915 | $209,411-59.5% | $178,490-52.4% | $158,922-46.6% |
| Participation rate | 81.3% | 86.3%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | -3.58% | 188.75%-192.3pp | 151.07%-154.6pp | 302.83%-306.4pp |
| Employer contribution / active EE | $3,958 | $5,706-30.6% | $5,011-21.0% | $4,761-16.9% |
| Participant deferral / active EE | $4,232 | $5,954-28.9% | $5,202-18.6% | $5,982-29.2% |
| Admin fee / account holder | $560 | $17,074-96.7% | $13,984-96.0% | $11,246-95.0% |