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 | $41,473 | $135,635-69.4% | $110,238-62.4% | $135,375-69.4% |
| Participation rate | 87.5% | 83.5%+4.0pp | 79.8%+7.7pp | 82.6%+4.9pp |
| Annual return | -10.96% | 513.19%-524.1pp | 314.74%-325.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,089 | $4,906-57.4% | $3,826-45.4% | $4,779-56.3% |
| Participant deferral / active EE | $5,320 | $5,506-3.4% | $4,672+13.9% | $5,609-5.2% |
| Admin fee / account holder | $5,981 | $11,457-47.8% | $8,547-30.0% | $10,827-44.8% |