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 | $26,592 | $138,065-80.7% | $123,544-78.5% | $135,375-80.4% |
| Participation rate | 76.9% | 84.7%-7.8pp | 82.3%-5.4pp | 82.6%-5.7pp |
| Annual return | -22.50% | 153.68%-176.2pp | 119.20%-141.7pp | 519.73%-542.2pp |
| Employer contribution / active EE | $1,818 | $5,151-64.7% | $4,628-60.7% | $4,779-62.0% |
| Participant deferral / active EE | $5,838 | $6,799-14.1% | $6,426-9.2% | $5,609+4.1% |
| Admin fee / account holder | $3,077 | $10,916-71.8% | $9,284-66.9% | $10,827-71.6% |