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 | $92,749 | $180,449-48.6% | $154,107-39.8% | $135,375-31.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -8.87% | 888.09%-897.0pp | 735.12%-744.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $11,130 | $6,035+84.4% | $5,298+110.1% | $4,779+132.9% |
| Participant deferral / active EE | $8,244 | $5,806+42.0% | $5,081+62.3% | $5,609+47.0% |
| Admin fee / account holder | $5,848 | $16,143-63.8% | $13,411-56.4% | $10,827-46.0% |