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 | $44,704 | $157,256-71.6% | $141,162-68.3% | $152,861-70.8% |
| Participation rate | 82.6% | 84.8%-2.2pp | 82.5%+0.1pp | 82.4%+0.2pp |
| Annual return | -5.27% | 64.32%-69.6pp | 71.39%-76.7pp | 345.32%-350.6pp |
| Employer contribution / active EE | $2,958 | $5,261-43.8% | $4,735-37.5% | $4,762-37.9% |
| Participant deferral / active EE | $8,957 | $7,109+26.0% | $6,709+33.5% | $5,850+53.1% |
| Admin fee / account holder | $3,122 | $12,120-74.2% | $10,261-69.6% | $11,596-73.1% |