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 | $81,941 | $97,757-16.2% | $83,848-2.3% | $135,375-39.5% |
| Participation rate | 86.7% | 80.0%+6.7pp | 76.1%+10.5pp | 82.6%+4.0pp |
| Annual return | -9.82% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,569 | $4,222-15.4% | $3,631-1.7% | $4,779-25.3% |
| Participant deferral / active EE | $7,012 | $4,682+49.8% | $4,082+71.8% | $5,609+25.0% |
| Admin fee / account holder | $2,409 | $6,674-63.9% | $5,478-56.0% | $10,827-77.7% |