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 | $30,195 | $138,065-78.1% | $123,544-75.6% | $135,375-77.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -11.23% | 153.68%-164.9pp | 119.20%-130.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $2,134 | $5,151-58.6% | $4,628-53.9% | $4,779-55.3% |
| Participant deferral / active EE | $4,306 | $6,799-36.7% | $6,426-33.0% | $5,609-23.2% |
| Admin fee / account holder | $489 | $10,916-95.5% | $9,284-94.7% | $10,827-95.5% |