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 8-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 | $124,454 | $180,449-31.0% | $154,107-19.2% | $135,375-8.1% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -9.74% | 888.09%-897.8pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,089 | $6,035-48.8% | $5,298-41.7% | $4,779-35.4% |
| Participant deferral / active EE | $5,170 | $5,806-11.0% | $5,081+1.8% | $5,609-7.8% |
| Admin fee / account holder | $1,098 | $16,143-93.2% | $13,411-91.8% | $10,827-89.9% |