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 | $27,856 | $135,635-79.5% | $110,238-74.7% | $135,375-79.4% |
| Participation rate | 91.7% | 83.5%+8.2pp | 79.8%+11.8pp | 82.6%+9.0pp |
| Annual return | -9.71% | 513.19%-522.9pp | 314.74%-324.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,236 | $4,906-54.4% | $3,826-41.6% | $4,779-53.2% |
| Participant deferral / active EE | $5,591 | $5,506+1.5% | $4,672+19.7% | $5,609-0.3% |
| Admin fee / account holder | $772 | $11,457-93.3% | $8,547-91.0% | $10,827-92.9% |