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 | $85,558 | $176,056-51.4% | $159,436-46.3% | $167,490-48.9% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | -6.35% | 331.75%-338.1pp | 263.57%-269.9pp | 478.56%-484.9pp |
| Employer contribution / active EE | $4,861 | $5,297-8.2% | $4,829+0.6% | $4,837+0.5% |
| Participant deferral / active EE | $2,575 | $7,750-66.8% | $7,352-65.0% | $6,341-59.4% |
| Admin fee / account holder | $3,170 | $12,554-74.8% | $10,799-70.6% | $12,309-74.2% |