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 | $86,971 | $138,065-37.0% | $123,544-29.6% | $135,375-35.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.06% | 153.68%-163.7pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $3,086 | $5,151-40.1% | $4,628-33.3% | $4,779-35.4% |
| Participant deferral / active EE | $6,984 | $6,799+2.7% | $6,426+8.7% | $5,609+24.5% |
| Admin fee / account holder | $7,213 | $10,916-33.9% | $9,284-22.3% | $10,827-33.4% |