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 | $47,953 | $209,411-77.1% | $178,490-73.1% | $158,922-69.8% |
| Participation rate | 90.9% | 86.3%+4.6pp | 81.9%+9.0pp | 82.0%+9.0pp |
| Annual return | -5.59% | 188.75%-194.3pp | 151.07%-156.7pp | 302.83%-308.4pp |
| Employer contribution / active EE | $2,065 | $5,706-63.8% | $5,011-58.8% | $4,761-56.6% |
| Participant deferral / active EE | $4,542 | $5,954-23.7% | $5,202-12.7% | $5,982-24.1% |
| Admin fee / account holder | $31,861 | $17,074+86.6% | $13,984+127.8% | $11,246+183.3% |