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 | $82,648 | $154,117-46.4% | $129,995-36.4% | $139,434-40.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -8.30% | 32.48%-40.8pp | -137.18%+128.9pp | 372.94%-381.2pp |
| Employer contribution / active EE | $3,099 | $5,289-41.4% | $4,320-28.3% | $4,751-34.8% |
| Participant deferral / active EE | $4,278 | $6,710-36.2% | $5,820-26.5% | $6,710-36.2% |
| Admin fee / account holder | $615 | $14,007-95.6% | $10,614-94.2% | $11,403-94.6% |