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 | $68,339 | $138,044-50.5% | $125,339-45.5% | $134,475-49.2% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -41.64% | 750.33%-792.0pp | 572.05%-613.7pp | 417.96%-459.6pp |
| Employer contribution / active EE | $1,585 | $5,243-69.8% | $4,814-67.1% | $4,740-66.6% |
| Participant deferral / active EE | $2,856 | $7,799-63.4% | $7,446-61.6% | $6,400-55.4% |
| Admin fee / account holder | $11,217 | $11,571-3.1% | $10,010+12.1% | $11,426-1.8% |