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 | $73,816 | $138,065-46.5% | $123,544-40.3% | $135,375-45.5% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -11.54% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,001 | $5,151-61.2% | $4,628-56.8% | $4,779-58.1% |
| Participant deferral / active EE | $7,755 | $6,799+14.1% | $6,426+20.7% | $5,609+38.3% |
| Admin fee / account holder | $521 | $10,916-95.2% | $9,284-94.4% | $10,827-95.2% |