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 | $66,840 | $165,335-59.6% | $149,696-55.3% | $158,922-57.9% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | -2.07% | 348.15%-350.2pp | 276.60%-278.7pp | 302.83%-304.9pp |
| Employer contribution / active EE | $2,319 | $5,103-54.6% | $4,644-50.1% | $4,761-51.3% |
| Participant deferral / active EE | $8,442 | $7,181+17.6% | $6,842+23.4% | $5,982+41.1% |
| Admin fee / account holder | $9,030 | $10,807-16.4% | $9,309-3.0% | $11,246-19.7% |