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 | $118,885 | $180,449-34.1% | $154,107-22.9% | $135,375-12.2% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -12.85% | 888.09%-900.9pp | 735.12%-748.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $2,648 | $6,035-56.1% | $5,298-50.0% | $4,779-44.6% |
| Participant deferral / active EE | $6,518 | $5,806+12.3% | $5,081+28.3% | $5,609+16.2% |
| Admin fee / account holder | $1,142 | $16,143-92.9% | $13,411-91.5% | $10,827-89.5% |