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 | $44,238 | $160,055-72.4% | $140,016-68.4% | $135,375-67.3% |
| Participation rate | 73.3% | 88.5%-15.2pp | 87.5%-14.2pp | 82.6%-9.3pp |
| Annual return | -9.75% | 911.38%-921.1pp | 651.12%-660.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,840 | $6,420-40.2% | $5,606-31.5% | $4,779-19.6% |
| Participant deferral / active EE | $9,181 | $7,642+20.1% | $6,927+32.5% | $5,609+63.7% |
| Admin fee / account holder | $3,802 | $13,328-71.5% | $10,705-64.5% | $10,827-64.9% |