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 | $128,954 | $209,411-38.4% | $178,490-27.8% | $158,922-18.9% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | -3.03% | 188.75%-191.8pp | 151.07%-154.1pp | 302.83%-305.9pp |
| Employer contribution / active EE | $5,822 | $5,706+2.0% | $5,011+16.2% | $4,761+22.3% |
| Participant deferral / active EE | $5,166 | $5,954-13.2% | $5,202-0.7% | $5,982-13.6% |
| Admin fee / account holder | $1,853 | $17,074-89.1% | $13,984-86.7% | $11,246-83.5% |