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 | $50,537 | $138,044-63.4% | $125,339-59.7% | $134,475-62.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -20.93% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $5,008 | $5,243-4.5% | $4,814+4.0% | $4,740+5.7% |
| Participant deferral / active EE | $10,012 | $7,799+28.4% | $7,446+34.5% | $6,400+56.4% |
| Admin fee / account holder | $8,284 | $11,571-28.4% | $10,010-17.2% | $11,426-27.5% |