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 | $114,552 | $138,044-17.0% | $125,339-8.6% | $134,475-14.8% |
| Participation rate | 86.4% | 84.5%+1.9pp | 82.4%+4.0pp | 81.2%+5.1pp |
| Annual return | -22.46% | 750.33%-772.8pp | 572.05%-594.5pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,240 | $5,243-57.3% | $4,814-53.5% | $4,740-52.7% |
| Participant deferral / active EE | $5,488 | $7,799-29.6% | $7,446-26.3% | $6,400-14.2% |
| Admin fee / account holder | $3,841 | $11,571-66.8% | $10,010-61.6% | $11,426-66.4% |