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 | $76,028 | $209,411-63.7% | $178,490-57.4% | $158,922-52.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -7.15% | 188.75%-195.9pp | 151.07%-158.2pp | 302.83%-310.0pp |
| Employer contribution / active EE | $3,078 | $5,706-46.1% | $5,011-38.6% | $4,761-35.4% |
| Participant deferral / active EE | $2,563 | $5,954-57.0% | $5,202-50.7% | $5,982-57.2% |
| Admin fee / account holder | $1,025 | $17,074-94.0% | $13,984-92.7% | $11,246-90.9% |