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 | $71,473 | $138,065-48.2% | $123,544-42.1% | $135,375-47.2% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -10.25% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $4,305 | $5,151-16.4% | $4,628-7.0% | $4,779-9.9% |
| Participant deferral / active EE | $9,341 | $6,799+37.4% | $6,426+45.4% | $5,609+66.5% |
| Admin fee / account holder | $4,251 | $10,916-61.1% | $9,284-54.2% | $10,827-60.7% |