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 | $75,287 | $91,538-17.8% | $129,995-42.1% | $75,163+0.2% |
| Participation rate | 97.6% | 71.4%+26.2pp | 78.5%+19.1pp | 67.2%+30.4pp |
| Annual return | -6.51% | -631.11%+624.6pp | -137.18%+130.7pp | 160.62%-167.1pp |
| Employer contribution / active EE | $3,521 | $2,845+23.8% | $4,320-18.5% | $2,670+31.9% |
| Participant deferral / active EE | $7,900 | $4,341+82.0% | $5,820+35.7% | $4,125+91.5% |
| Admin fee / account holder | $2,730 | $6,790-59.8% | $10,614-74.3% | $5,651-51.7% |