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 3-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 | $81,558 | $210,648-61.3% | $177,989-54.2% | $145,922-44.1% |
| Participation rate | 85.7% | 80.8%+5.0pp | 77.1%+8.6pp | 80.3%+5.4pp |
| Annual return | -20.10% | 385.86%-406.0pp | 294.48%-314.6pp | 561.29%-581.4pp |
| Employer contribution / active EE | $3,347 | $4,565-26.7% | $3,949-15.2% | $4,660-28.2% |
| Participant deferral / active EE | $11,093 | $6,958+59.4% | $6,276+76.8% | $6,688+65.9% |
| Admin fee / account holder | $29,927 | $12,013+149.1% | $10,363+188.8% | $13,397+123.4% |