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 | $85,350 | $121,625-29.8% | $104,607-18.4% | $158,922-46.3% |
| Participation rate | 94.4% | 77.5%+16.9pp | 74.1%+20.4pp | 82.0%+12.5pp |
| Annual return | -3.09% | 465.26%-468.3pp | 340.46%-343.6pp | 302.83%-305.9pp |
| Employer contribution / active EE | $7,173 | $3,163+126.8% | $2,681+167.6% | $4,761+50.7% |
| Participant deferral / active EE | $3,364 | $4,177-19.5% | $3,740-10.0% | $5,982-43.8% |
| Admin fee / account holder | $5,405 | $7,787-30.6% | $6,473-16.5% | $11,246-51.9% |