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 | $69,150 | $138,044-49.9% | $125,339-44.8% | $134,475-48.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -25.20% | 750.33%-775.5pp | 572.05%-597.3pp | 417.96%-443.2pp |
| Employer contribution / active EE | $4,202 | $5,243-19.9% | $4,814-12.7% | $4,740-11.3% |
| Participant deferral / active EE | $9,947 | $7,799+27.6% | $7,446+33.6% | $6,400+55.4% |
| Admin fee / account holder | $2,768 | $11,571-76.1% | $10,010-72.3% | $11,426-75.8% |