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 | $35,770 | $180,449-80.2% | $154,107-76.8% | $135,375-73.6% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -10.36% | 888.09%-898.4pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $1,710 | $6,035-71.7% | $5,298-67.7% | $4,779-64.2% |
| Participant deferral / active EE | $2,542 | $5,806-56.2% | $5,081-50.0% | $5,609-54.7% |
| Admin fee / account holder | $13,927 | $16,143-13.7% | $13,411+3.8% | $10,827+28.6% |