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 | $30,911 | $190,805-83.8% | $159,960-80.7% | $134,475-77.0% |
| Participation rate | 91.7% | 81.9%+9.7pp | 78.0%+13.7pp | 81.2%+10.4pp |
| Annual return | -20.60% | 552.23%-572.8pp | 408.60%-429.2pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,094 | $4,995-38.1% | $4,226-26.8% | $4,740-34.7% |
| Participant deferral / active EE | $3,955 | $6,923-42.9% | $6,182-36.0% | $6,400-38.2% |
| Admin fee / account holder | $1,202 | $10,471-88.5% | $8,698-86.2% | $11,426-89.5% |