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 | $60,614 | $90,600-33.1% | $79,464-23.7% | $135,375-55.2% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -10.58% | 977.43%-988.0pp | 718.14%-728.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,872 | $3,068+26.2% | $2,800+38.3% | $4,779-19.0% |
| Participant deferral / active EE | $5,419 | $4,050+33.8% | $3,704+46.3% | $5,609-3.4% |
| Admin fee / account holder | $3,379 | $5,907-42.8% | $5,113-33.9% | $10,827-68.8% |