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 | $50,081 | $180,449-72.2% | $154,107-67.5% | $135,375-63.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -9.51% | 888.09%-897.6pp | 735.12%-744.6pp | 519.73%-529.2pp |
| Employer contribution / active EE | $4,001 | $6,035-33.7% | $5,298-24.5% | $4,779-16.3% |
| Participant deferral / active EE | $2,771 | $5,806-52.3% | $5,081-45.5% | $5,609-50.6% |
| Admin fee / account holder | $628 | $16,143-96.1% | $13,411-95.3% | $10,827-94.2% |