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 | $105,558 | $138,044-23.5% | $125,339-15.8% | $134,475-21.5% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -21.27% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $3,849 | $5,243-26.6% | $4,814-20.0% | $4,740-18.8% |
| Participant deferral / active EE | $9,249 | $7,799+18.6% | $7,446+24.2% | $6,400+44.5% |
| Admin fee / account holder | $1,891 | $11,571-83.7% | $10,010-81.1% | $11,426-83.4% |