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 | $93,483 | $138,065-32.3% | $123,544-24.3% | $135,375-30.9% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -9.41% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,876 | $5,151-63.6% | $4,628-59.5% | $4,779-60.7% |
| Participant deferral / active EE | $7,749 | $6,799+14.0% | $6,426+20.6% | $5,609+38.2% |
| Admin fee / account holder | $3,533 | $10,916-67.6% | $9,284-61.9% | $10,827-67.4% |