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 | $28,217 | $138,044-79.6% | $125,339-77.5% | $134,475-79.0% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -33.57% | 750.33%-783.9pp | 572.05%-605.6pp | 417.96%-451.5pp |
| Employer contribution / active EE | $3,282 | $5,243-37.4% | $4,814-31.8% | $4,740-30.8% |
| Participant deferral / active EE | $5,036 | $7,799-35.4% | $7,446-32.4% | $6,400-21.3% |
| Admin fee / account holder | $4,639 | $11,571-59.9% | $10,010-53.7% | $11,426-59.4% |