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 | $98,017 | $135,635-27.7% | $110,238-11.1% | $135,375-27.6% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -13.46% | 513.19%-526.6pp | 314.74%-328.2pp | 519.73%-533.2pp |
| Employer contribution / active EE | $4,850 | $4,906-1.1% | $3,826+26.7% | $4,779+1.5% |
| Participant deferral / active EE | $6,423 | $5,506+16.6% | $4,672+37.5% | $5,609+14.5% |
| Admin fee / account holder | $1,181 | $11,457-89.7% | $8,547-86.2% | $10,827-89.1% |