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 | $99,021 | $226,064-56.2% | $182,532-45.8% | $152,861-35.2% |
| Participation rate | 94.1% | 82.5%+11.7pp | 78.0%+16.1pp | 82.4%+11.7pp |
| Annual return | -3.56% | 192.51%-196.1pp | 148.54%-152.1pp | 345.32%-348.9pp |
| Employer contribution / active EE | $1,794 | $4,978-64.0% | $4,076-56.0% | $4,762-62.3% |
| Participant deferral / active EE | $3,774 | $6,368-40.7% | $5,524-31.7% | $5,850-35.5% |
| Admin fee / account holder | $1,427 | $10,703-86.7% | $8,592-83.4% | $11,596-87.7% |