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 | $52,645 | $138,065-61.9% | $123,544-57.4% | $135,375-61.1% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -10.73% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $3,933 | $5,151-23.7% | $4,628-15.0% | $4,779-17.7% |
| Participant deferral / active EE | $9,228 | $6,799+35.7% | $6,426+43.6% | $5,609+64.5% |
| Admin fee / account holder | $1,916 | $10,916-82.5% | $9,284-79.4% | $10,827-82.3% |