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 | $116,043 | $202,318-42.6% | $172,739-32.8% | $152,861-24.1% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | -23.48% | 1029.65%-1053.1pp | 802.84%-826.3pp | 345.32%-368.8pp |
| Employer contribution / active EE | $8,235 | $5,856+40.6% | $5,143+60.1% | $4,762+72.9% |
| Participant deferral / active EE | $5,582 | $5,948-6.2% | $5,198+7.4% | $5,850-4.6% |
| Admin fee / account holder | $8,402 | $17,109-50.9% | $13,954-39.8% | $11,596-27.5% |