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 | $121,883 | $138,044-11.7% | $125,339-2.8% | $134,475-9.4% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -26.02% | 750.33%-776.4pp | 572.05%-598.1pp | 417.96%-444.0pp |
| Employer contribution / active EE | $991 | $5,243-81.1% | $4,814-79.4% | $4,740-79.1% |
| Participant deferral / active EE | $4,636 | $7,799-40.6% | $7,446-37.7% | $6,400-27.6% |
| Admin fee / account holder | $8,444 | $11,571-27.0% | $10,010-15.6% | $11,426-26.1% |