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 | $54,875 | $183,963-70.2% | $162,163-66.2% | $152,861-64.1% |
| Participation rate | 78.3% | 88.5%-10.2pp | 87.6%-9.3pp | 82.4%-4.2pp |
| Annual return | -30.54% | 150.76%-181.3pp | 115.59%-146.1pp | 345.32%-375.9pp |
| Employer contribution / active EE | $3,040 | $6,371-52.3% | $5,614-45.8% | $4,762-36.2% |
| Participant deferral / active EE | $3,527 | $8,034-56.1% | $7,298-51.7% | $5,850-39.7% |
| Admin fee / account holder | $8,262 | $13,121-37.0% | $10,843-23.8% | $11,596-28.8% |