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 | $110,391 | $177,572-37.8% | $154,803-28.7% | $142,382-22.5% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | -25.61% | 65.07%-90.7pp | 58.88%-84.5pp | 217.08%-242.7pp |
| Employer contribution / active EE | $2,413 | $4,810-49.8% | $4,305-43.9% | $4,299-43.9% |
| Participant deferral / active EE | $3,713 | $6,272-40.8% | $5,540-33.0% | $6,507-42.9% |
| Admin fee / account holder | $144,563 | $16,786+761.2% | $14,329+908.9% | $12,624+1045.2% |