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 | $123,154 | $138,044-10.8% | $125,339-1.7% | $134,475-8.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -24.95% | 750.33%-775.3pp | 572.05%-597.0pp | 417.96%-442.9pp |
| Employer contribution / active EE | $2,370 | $5,243-54.8% | $4,814-50.8% | $4,740-50.0% |
| Participant deferral / active EE | $9,267 | $7,799+18.8% | $7,446+24.4% | $6,400+44.8% |
| Admin fee / account holder | $7,662 | $11,571-33.8% | $10,010-23.5% | $11,426-32.9% |