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 | $35,161 | $190,805-81.6% | $159,960-78.0% | $134,475-73.9% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -25.36% | 552.23%-577.6pp | 408.60%-434.0pp | 417.96%-443.3pp |
| Employer contribution / active EE | $2,556 | $4,995-48.8% | $4,226-39.5% | $4,740-46.1% |
| Participant deferral / active EE | $7,798 | $6,923+12.6% | $6,182+26.1% | $6,400+21.8% |
| Admin fee / account holder | $635 | $10,471-93.9% | $8,698-92.7% | $11,426-94.4% |