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 | $53,578 | $138,065-61.2% | $123,544-56.6% | $135,375-60.4% |
| Participation rate | 73.3% | 84.7%-11.4pp | 82.3%-9.0pp | 82.6%-9.3pp |
| Annual return | -12.26% | 153.68%-165.9pp | 119.20%-131.5pp | 519.73%-532.0pp |
| Employer contribution / active EE | $1,737 | $5,151-66.3% | $4,628-62.5% | $4,779-63.7% |
| Participant deferral / active EE | $2,401 | $6,799-64.7% | $6,426-62.6% | $5,609-57.2% |
| Admin fee / account holder | $833 | $10,916-92.4% | $9,284-91.0% | $10,827-92.3% |