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 | $132,350 | $180,449-26.7% | $154,107-14.1% | $135,375-2.2% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -10.18% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $5,542 | $6,035-8.2% | $5,298+4.6% | $4,779+16.0% |
| Participant deferral / active EE | $3,934 | $5,806-32.3% | $5,081-22.6% | $5,609-29.9% |
| Admin fee / account holder | $5,575 | $16,143-65.5% | $13,411-58.4% | $10,827-48.5% |