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 | $61,658 | $202,432-69.5% | $169,368-63.6% | $139,434-55.8% |
| Participation rate | 88.9% | 81.1%+7.8pp | 77.1%+11.7pp | 80.3%+8.6pp |
| Annual return | -23.19% | 531.74%-554.9pp | 405.60%-428.8pp | 372.94%-396.1pp |
| Employer contribution / active EE | $2,637 | $4,692-43.8% | $4,013-34.3% | $4,751-44.5% |
| Participant deferral / active EE | $3,487 | $6,938-49.7% | $6,221-44.0% | $6,710-48.0% |
| Admin fee / account holder | $15,328 | $10,708+43.1% | $9,003+70.3% | $11,403+34.4% |