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 | $82,615 | $180,449-54.2% | $154,107-46.4% | $135,375-39.0% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -9.68% | 888.09%-897.8pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $4,965 | $6,035-17.7% | $5,298-6.3% | $4,779+3.9% |
| Participant deferral / active EE | $8,660 | $5,806+49.1% | $5,081+70.4% | $5,609+54.4% |
| Admin fee / account holder | $1,241 | $16,143-92.3% | $13,411-90.7% | $10,827-88.5% |