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 | $94,253 | $135,635-30.5% | $110,238-14.5% | $135,375-30.4% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -8.98% | 513.19%-522.2pp | 314.74%-323.7pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,215 | $4,906-54.9% | $3,826-42.1% | $4,779-53.7% |
| Participant deferral / active EE | $5,935 | $5,506+7.8% | $4,672+27.0% | $5,609+5.8% |
| Admin fee / account holder | $3,867 | $11,457-66.2% | $8,547-54.8% | $10,827-64.3% |