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 | $55,152 | $138,065-60.1% | $123,544-55.4% | $135,375-59.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -9.71% | 153.68%-163.4pp | 119.20%-128.9pp | 519.73%-529.4pp |
| Employer contribution / active EE | $3,268 | $5,151-36.6% | $4,628-29.4% | $4,779-31.6% |
| Participant deferral / active EE | $6,260 | $6,799-7.9% | $6,426-2.6% | $5,609+11.6% |
| Admin fee / account holder | $2,276 | $10,916-79.2% | $9,284-75.5% | $10,827-79.0% |