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 | $45,260 | $90,600-50.0% | $79,464-43.0% | $135,375-66.6% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -10.46% | 977.43%-987.9pp | 718.14%-728.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,390 | $3,068+43.1% | $2,800+56.8% | $4,779-8.1% |
| Participant deferral / active EE | $4,409 | $4,050+8.9% | $3,704+19.0% | $5,609-21.4% |
| Admin fee / account holder | $3,137 | $5,907-46.9% | $5,113-38.6% | $10,827-71.0% |