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 | $100,095 | $180,449-44.5% | $154,107-35.0% | $135,375-26.1% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -10.34% | 888.09%-898.4pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $2,196 | $6,035-63.6% | $5,298-58.5% | $4,779-54.0% |
| Participant deferral / active EE | $11,128 | $5,806+91.7% | $5,081+119.0% | $5,609+98.4% |
| Admin fee / account holder | $400 | $16,143-97.5% | $13,411-97.0% | $10,827-96.3% |