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 | $114,301 | $135,635-15.7% | $110,238+3.7% | $135,375-15.6% |
| Participation rate | 86.7% | 83.5%+3.2pp | 79.8%+6.8pp | 82.6%+4.0pp |
| Annual return | -10.09% | 513.19%-523.3pp | 314.74%-324.8pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,891 | $4,906-61.5% | $3,826-50.6% | $4,779-60.4% |
| Participant deferral / active EE | $12,335 | $5,506+124.0% | $4,672+164.0% | $5,609+119.9% |
| Admin fee / account holder | $1,002 | $11,457-91.3% | $8,547-88.3% | $10,827-90.7% |