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 | $107,387 | $190,805-43.7% | $159,960-32.9% | $134,475-20.1% |
| Participation rate | 77.8% | 81.9%-4.2pp | 78.0%-0.2pp | 81.2%-3.4pp |
| Annual return | -24.77% | 552.23%-577.0pp | 408.60%-433.4pp | 417.96%-442.7pp |
| Employer contribution / active EE | $1,982 | $4,995-60.3% | $4,226-53.1% | $4,740-58.2% |
| Participant deferral / active EE | $6,475 | $6,923-6.5% | $6,182+4.7% | $6,400+1.2% |
| Admin fee / account holder | $6,218 | $10,471-40.6% | $8,698-28.5% | $11,426-45.6% |