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 | $81,004 | $106,543-24.0% | $91,220-11.2% | $134,475-39.8% |
| Participation rate | 76.5% | 76.8%-0.3pp | 73.2%+3.3pp | 81.2%-4.8pp |
| Annual return | -21.48% | 160.60%-182.1pp | 114.01%-135.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,543 | $3,331-53.7% | $2,850-45.9% | $4,740-67.4% |
| Participant deferral / active EE | $3,636 | $4,719-23.0% | $4,234-14.1% | $6,400-43.2% |
| Admin fee / account holder | $1,131 | $6,231-81.8% | $5,420-79.1% | $11,426-90.1% |