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 | $45,667 | $180,449-74.7% | $154,107-70.4% | $135,375-66.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.17% | 888.09%-899.3pp | 735.12%-746.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $6,012 | $6,035-0.4% | $5,298+13.5% | $4,779+25.8% |
| Participant deferral / active EE | $5,694 | $5,806-1.9% | $5,081+12.1% | $5,609+1.5% |
| Admin fee / account holder | $1,528 | $16,143-90.5% | $13,411-88.6% | $10,827-85.9% |