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 | $38,086 | $138,065-72.4% | $123,544-69.2% | $135,375-71.9% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.31% | 153.68%-163.0pp | 119.20%-128.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $1,551 | $5,151-69.9% | $4,628-66.5% | $4,779-67.5% |
| Participant deferral / active EE | $7,493 | $6,799+10.2% | $6,426+16.6% | $5,609+33.6% |
| Admin fee / account holder | $1,319 | $10,916-87.9% | $9,284-85.8% | $10,827-87.8% |