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 | $78,734 | $138,065-43.0% | $123,544-36.3% | $135,375-41.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -12.60% | 153.68%-166.3pp | 119.20%-131.8pp | 519.73%-532.3pp |
| Employer contribution / active EE | $1,161 | $5,151-77.5% | $4,628-74.9% | $4,779-75.7% |
| Participant deferral / active EE | $12,685 | $6,799+86.6% | $6,426+97.4% | $5,609+126.2% |
| Admin fee / account holder | $11,183 | $10,916+2.4% | $9,284+20.5% | $10,827+3.3% |