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 | $48,505 | $138,065-64.9% | $123,544-60.7% | $135,375-64.2% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -10.83% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $2,756 | $5,151-46.5% | $4,628-40.4% | $4,779-42.3% |
| Participant deferral / active EE | $7,369 | $6,799+8.4% | $6,426+14.7% | $5,609+31.4% |
| Admin fee / account holder | $7,105 | $10,916-34.9% | $9,284-23.5% | $10,827-34.4% |