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 | $30,034 | $160,055-81.2% | $140,016-78.5% | $135,375-77.8% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -10.41% | 911.38%-921.8pp | 651.12%-661.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $3,263 | $6,420-49.2% | $5,606-41.8% | $4,779-31.7% |
| Participant deferral / active EE | $8,066 | $7,642+5.6% | $6,927+16.4% | $5,609+43.8% |
| Admin fee / account holder | $1,129 | $13,328-91.5% | $10,705-89.5% | $10,827-89.6% |