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 | $46,252 | $180,449-74.4% | $154,107-70.0% | $135,375-65.8% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -9.67% | 888.09%-897.8pp | 735.12%-744.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $4,513 | $6,035-25.2% | $5,298-14.8% | $4,779-5.6% |
| Participant deferral / active EE | $3,769 | $5,806-35.1% | $5,081-25.8% | $5,609-32.8% |
| Admin fee / account holder | $1,174 | $16,143-92.7% | $13,411-91.2% | $10,827-89.2% |