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 | $59,860 | $88,594-32.4% | $70,092-14.6% | $134,475-55.5% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | -22.74% | 442.67%-465.4pp | 190.73%-213.5pp | 417.96%-440.7pp |
| Employer contribution / active EE | $3,900 | $3,233+20.6% | $2,559+52.4% | $4,740-17.7% |
| Participant deferral / active EE | $5,888 | $4,772+23.4% | $3,849+53.0% | $6,400-8.0% |
| Admin fee / account holder | $3,416 | $10,441-67.3% | $6,267-45.5% | $11,426-70.1% |