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 | $36,951 | $138,065-73.2% | $123,544-70.1% | $135,375-72.7% |
| Participation rate | 84.2% | 84.7%-0.5pp | 82.3%+1.9pp | 82.6%+1.6pp |
| Annual return | -12.66% | 153.68%-166.3pp | 119.20%-131.9pp | 519.73%-532.4pp |
| Employer contribution / active EE | $1,567 | $5,151-69.6% | $4,628-66.1% | $4,779-67.2% |
| Participant deferral / active EE | $4,440 | $6,799-34.7% | $6,426-30.9% | $5,609-20.8% |
| Admin fee / account holder | $425 | $10,916-96.1% | $9,284-95.4% | $10,827-96.1% |