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 | $86,714 | $152,587-43.2% | $125,175-30.7% | $152,861-43.3% |
| Participation rate | 89.5% | 83.3%+6.1pp | 79.8%+9.7pp | 82.4%+7.0pp |
| Annual return | -0.62% | 54.84%-55.5pp | 43.79%-44.4pp | 345.32%-345.9pp |
| Employer contribution / active EE | $1,308 | $4,946-73.6% | $3,865-66.2% | $4,762-72.5% |
| Participant deferral / active EE | $3,299 | $5,868-43.8% | $4,937-33.2% | $5,850-43.6% |
| Admin fee / account holder | $26,653 | $13,434+98.4% | $9,702+174.7% | $11,596+129.8% |