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 | $66,039 | $112,096-41.1% | $95,952-31.2% | $158,922-58.4% |
| Participation rate | 90.5% | 79.0%+11.5pp | 77.1%+13.4pp | 82.0%+8.5pp |
| Annual return | -3.14% | 171.09%-174.2pp | 91.61%-94.8pp | 302.83%-306.0pp |
| Employer contribution / active EE | $2,385 | $3,198-25.4% | $2,541-6.1% | $4,761-49.9% |
| Participant deferral / active EE | $2,856 | $4,784-40.3% | $4,167-31.5% | $5,982-52.3% |
| Admin fee / account holder | $2,865 | $10,130-71.7% | $6,795-57.8% | $11,246-74.5% |