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 | $69,287 | $180,449-61.6% | $154,107-55.0% | $135,375-48.8% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -8.83% | 888.09%-896.9pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,830 | $6,035-69.7% | $5,298-65.5% | $4,779-61.7% |
| Participant deferral / active EE | $4,390 | $5,806-24.4% | $5,081-13.6% | $5,609-21.7% |
| Admin fee / account holder | $5,715 | $16,143-64.6% | $13,411-57.4% | $10,827-47.2% |