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 | $43,260 | $133,958-67.7% | $112,228-61.5% | $134,475-67.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -33.78% | 47.11%-80.9pp | 27.45%-61.2pp | 417.96%-451.7pp |
| Employer contribution / active EE | $2,043 | $4,038-49.4% | $3,635-43.8% | $4,740-56.9% |
| Participant deferral / active EE | $5,981 | $5,291+13.1% | $4,728+26.5% | $6,400-6.5% |
| Admin fee / account holder | $1,663 | $7,489-77.8% | $6,410-74.1% | $11,426-85.4% |