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 | $90,561 | $92,703-2.3% | $82,719+9.5% | $134,475-32.7% |
| Participation rate | 77.8% | 75.2%+2.6pp | 72.6%+5.2pp | 81.2%-3.4pp |
| Annual return | -24.17% | 944.92%-969.1pp | 701.18%-725.3pp | 417.96%-442.1pp |
| Employer contribution / active EE | $6,612 | $3,274+102.0% | $3,009+119.8% | $4,740+39.5% |
| Participant deferral / active EE | $8,114 | $4,802+69.0% | $4,395+84.6% | $6,400+26.8% |
| Admin fee / account holder | $4,218 | $5,983-29.5% | $5,329-20.9% | $11,426-63.1% |