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 | $97,100 | $171,865-43.5% | $149,718-35.1% | $147,584-34.2% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | -4.72% | 2113.22%-2117.9pp | 1501.63%-1506.3pp | 578.55%-583.3pp |
| Employer contribution / active EE | $2,322 | $6,275-63.0% | $5,445-57.4% | $4,876-52.4% |
| Participant deferral / active EE | $2,806 | $7,271-61.4% | $6,569-57.3% | $5,439-48.4% |
| Admin fee / account holder | $2,747 | $13,799-80.1% | $11,283-75.7% | $10,885-74.8% |