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 | $40,252 | $209,411-80.8% | $178,490-77.4% | $158,922-74.7% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | -7.92% | 188.75%-196.7pp | 151.07%-159.0pp | 302.83%-310.7pp |
| Employer contribution / active EE | $3,966 | $5,706-30.5% | $5,011-20.9% | $4,761-16.7% |
| Participant deferral / active EE | $3,486 | $5,954-41.5% | $5,202-33.0% | $5,982-41.7% |
| Admin fee / account holder | $3,578 | $17,074-79.0% | $13,984-74.4% | $11,246-68.2% |