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 | $44,120 | $165,335-73.3% | $149,696-70.5% | $158,922-72.2% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | -4.02% | 348.15%-352.2pp | 276.60%-280.6pp | 302.83%-306.8pp |
| Employer contribution / active EE | $3,989 | $5,103-21.8% | $4,644-14.1% | $4,761-16.2% |
| Participant deferral / active EE | $6,547 | $7,181-8.8% | $6,842-4.3% | $5,982+9.4% |
| Admin fee / account holder | $45,838 | $10,807+324.2% | $9,309+392.4% | $11,246+307.6% |