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 | $82,766 | $135,635-39.0% | $110,238-24.9% | $135,375-38.9% |
| Participation rate | 93.3% | 83.5%+9.9pp | 79.8%+13.5pp | 82.6%+10.7pp |
| Annual return | -8.87% | 513.19%-522.1pp | 314.74%-323.6pp | 519.73%-528.6pp |
| Employer contribution / active EE | $4,218 | $4,906-14.0% | $3,826+10.2% | $4,779-11.7% |
| Participant deferral / active EE | $7,678 | $5,506+39.4% | $4,672+64.3% | $5,609+36.9% |
| Admin fee / account holder | $618 | $11,457-94.6% | $8,547-92.8% | $10,827-94.3% |