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 | $83,676 | $109,327-23.5% | $89,391-6.4% | $158,922-47.3% |
| Participation rate | 70.8% | 74.3%-3.4pp | 68.0%+2.9pp | 82.0%-11.1pp |
| Annual return | -3.95% | 345.68%-349.6pp | 245.62%-249.6pp | 302.83%-306.8pp |
| Employer contribution / active EE | $744 | $3,170-76.5% | $2,586-71.2% | $4,761-84.4% |
| Participant deferral / active EE | $1,997 | $4,598-56.6% | $3,890-48.7% | $5,982-66.6% |
| Admin fee / account holder | $1,909 | $6,153-69.0% | $4,881-60.9% | $11,246-83.0% |