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 | $55,851 | $138,044-59.5% | $125,339-55.4% | $134,475-58.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -20.95% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,064 | $5,243-60.6% | $4,814-57.1% | $4,740-56.4% |
| Participant deferral / active EE | $8,268 | $7,799+6.0% | $7,446+11.0% | $6,400+29.2% |
| Admin fee / account holder | $257,437 | $11,571+2124.8% | $10,010+2471.9% | $11,426+2153.1% |