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 | $32,540 | $180,449-82.0% | $154,107-78.9% | $135,375-76.0% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -13.95% | 888.09%-902.0pp | 735.12%-749.1pp | 519.73%-533.7pp |
| Employer contribution / active EE | $3,755 | $6,035-37.8% | $5,298-29.1% | $4,779-21.4% |
| Participant deferral / active EE | $6,400 | $5,806+10.2% | $5,081+26.0% | $5,609+14.1% |
| Admin fee / account holder | $419 | $16,143-97.4% | $13,411-96.9% | $10,827-96.1% |