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 | $79,898 | $138,065-42.1% | $123,544-35.3% | $135,375-41.0% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -11.71% | 153.68%-165.4pp | 119.20%-130.9pp | 519.73%-531.4pp |
| Employer contribution / active EE | $2,826 | $5,151-45.1% | $4,628-38.9% | $4,779-40.9% |
| Participant deferral / active EE | $7,623 | $6,799+12.1% | $6,426+18.6% | $5,609+35.9% |
| Admin fee / account holder | $21,521 | $10,916+97.2% | $9,284+131.8% | $10,827+98.8% |