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 | $81,041 | $209,411-61.3% | $178,490-54.6% | $158,922-49.0% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | -8.19% | 188.75%-196.9pp | 151.07%-159.3pp | 302.83%-311.0pp |
| Employer contribution / active EE | $1,262 | $5,706-77.9% | $5,011-74.8% | $4,761-73.5% |
| Participant deferral / active EE | $3,688 | $5,954-38.1% | $5,202-29.1% | $5,982-38.3% |
| Admin fee / account holder | $313 | $17,074-98.2% | $13,984-97.8% | $11,246-97.2% |