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 | $96,040 | $180,449-46.8% | $154,107-37.7% | $135,375-29.1% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | -9.21% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,814 | $6,035-53.4% | $5,298-46.9% | $4,779-41.1% |
| Participant deferral / active EE | $5,942 | $5,806+2.3% | $5,081+17.0% | $5,609+5.9% |
| Admin fee / account holder | $2,874 | $16,143-82.2% | $13,411-78.6% | $10,827-73.5% |