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 | $48,760 | $160,055-69.5% | $140,016-65.2% | $135,375-64.0% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -12.02% | 911.38%-923.4pp | 651.12%-663.1pp | 519.73%-531.8pp |
| Employer contribution / active EE | $3,187 | $6,420-50.4% | $5,606-43.2% | $4,779-33.3% |
| Participant deferral / active EE | $5,325 | $7,642-30.3% | $6,927-23.1% | $5,609-5.1% |
| Admin fee / account holder | $1,518 | $13,328-88.6% | $10,705-85.8% | $10,827-86.0% |