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 | $74,095 | $138,044-46.3% | $125,339-40.9% | $134,475-44.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -23.39% | 750.33%-773.7pp | 572.05%-595.4pp | 417.96%-441.3pp |
| Employer contribution / active EE | $2,358 | $5,243-55.0% | $4,814-51.0% | $4,740-50.2% |
| Participant deferral / active EE | $14,101 | $7,799+80.8% | $7,446+89.4% | $6,400+120.3% |
| Admin fee / account holder | $1,117 | $11,571-90.3% | $10,010-88.8% | $11,426-90.2% |