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 | $61,515 | $138,044-55.4% | $125,339-50.9% | $134,475-54.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -29.79% | 750.33%-780.1pp | 572.05%-601.8pp | 417.96%-447.8pp |
| Employer contribution / active EE | $3,427 | $5,243-34.6% | $4,814-28.8% | $4,740-27.7% |
| Participant deferral / active EE | $6,263 | $7,799-19.7% | $7,446-15.9% | $6,400-2.1% |
| Admin fee / account holder | $5,256 | $11,571-54.6% | $10,010-47.5% | $11,426-54.0% |