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 | $49,527 | $180,449-72.6% | $154,107-67.9% | $135,375-63.4% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -9.82% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.6pp |
| Employer contribution / active EE | $6,411 | $6,035+6.2% | $5,298+21.0% | $4,779+34.1% |
| Participant deferral / active EE | $4,443 | $5,806-23.5% | $5,081-12.5% | $5,609-20.8% |
| Admin fee / account holder | $414 | $16,143-97.4% | $13,411-96.9% | $10,827-96.2% |