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 | $90,069 | $111,724-19.4% | $93,606-3.8% | $145,922-38.3% |
| Participation rate | 85.7% | 74.2%+11.5pp | 68.7%+17.0pp | 80.3%+5.4pp |
| Annual return | -10.15% | 202.98%-213.1pp | 133.20%-143.3pp | 561.29%-571.4pp |
| Employer contribution / active EE | $3,105 | $3,090+0.5% | $2,420+28.3% | $4,660-33.4% |
| Participant deferral / active EE | $9,983 | $4,912+103.2% | $4,411+126.3% | $6,688+49.3% |
| Admin fee / account holder | $4,439 | $10,250-56.7% | $8,285-46.4% | $13,397-66.9% |