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 | $40,029 | $138,065-71.0% | $123,544-67.6% | $135,375-70.4% |
| Participation rate | 72.2% | 84.7%-12.5pp | 82.3%-10.1pp | 82.6%-10.4pp |
| Annual return | -10.72% | 153.68%-164.4pp | 119.20%-129.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $5,589 | $5,151+8.5% | $4,628+20.8% | $4,779+17.0% |
| Participant deferral / active EE | $2,696 | $6,799-60.4% | $6,426-58.0% | $5,609-51.9% |
| Admin fee / account holder | $580 | $10,916-94.7% | $9,284-93.7% | $10,827-94.6% |