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 | $55,320 | $138,065-59.9% | $123,544-55.2% | $135,375-59.1% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -14.90% | 153.68%-168.6pp | 119.20%-134.1pp | 519.73%-534.6pp |
| Employer contribution / active EE | $1,787 | $5,151-65.3% | $4,628-61.4% | $4,779-62.6% |
| Participant deferral / active EE | $5,757 | $6,799-15.3% | $6,426-10.4% | $5,609+2.6% |
| Admin fee / account holder | $631 | $10,916-94.2% | $9,284-93.2% | $10,827-94.2% |