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 | $59,928 | $135,635-55.8% | $110,238-45.6% | $135,375-55.7% |
| Participation rate | 90.9% | 83.5%+7.5pp | 79.8%+11.1pp | 82.6%+8.3pp |
| Annual return | -9.61% | 513.19%-522.8pp | 314.74%-324.3pp | 519.73%-529.3pp |
| Employer contribution / active EE | $3,883 | $4,906-20.9% | $3,826+1.5% | $4,779-18.7% |
| Participant deferral / active EE | $2,070 | $5,506-62.4% | $4,672-55.7% | $5,609-63.1% |
| Admin fee / account holder | $3,217 | $11,457-71.9% | $8,547-62.4% | $10,827-70.3% |