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 | $61,463 | $209,411-70.6% | $178,490-65.6% | $158,922-61.3% |
| Participation rate | 88.2% | 86.3%+1.9pp | 81.9%+6.3pp | 82.0%+6.3pp |
| Annual return | -5.58% | 188.75%-194.3pp | 151.07%-156.6pp | 302.83%-308.4pp |
| Employer contribution / active EE | $2,317 | $5,706-59.4% | $5,011-53.8% | $4,761-51.3% |
| Participant deferral / active EE | $4,659 | $5,954-21.8% | $5,202-10.4% | $5,982-22.1% |
| Admin fee / account holder | $2,767 | $17,074-83.8% | $13,984-80.2% | $11,246-75.4% |