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 | $68,069 | $138,065-50.7% | $123,544-44.9% | $135,375-49.7% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -9.87% | 153.68%-163.6pp | 119.20%-129.1pp | 519.73%-529.6pp |
| Employer contribution / active EE | $2,833 | $5,151-45.0% | $4,628-38.8% | $4,779-40.7% |
| Participant deferral / active EE | $9,201 | $6,799+35.3% | $6,426+43.2% | $5,609+64.0% |
| Admin fee / account holder | $7,838 | $10,916-28.2% | $9,284-15.6% | $10,827-27.6% |