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 | $45,986 | $138,065-66.7% | $123,544-62.8% | $135,375-66.0% |
| Participation rate | 81.3% | 84.7%-3.5pp | 82.3%-1.0pp | 82.6%-1.4pp |
| Annual return | -14.56% | 153.68%-168.2pp | 119.20%-133.8pp | 519.73%-534.3pp |
| Employer contribution / active EE | $5,525 | $5,151+7.3% | $4,628+19.4% | $4,779+15.6% |
| Participant deferral / active EE | $4,241 | $6,799-37.6% | $6,426-34.0% | $5,609-24.4% |
| Admin fee / account holder | $11,414 | $10,916+4.6% | $9,284+22.9% | $10,827+5.4% |