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 | $90,046 | $99,020-9.1% | $86,590+4.0% | $147,584-39.0% |
| Participation rate | 72.7% | 76.3%-3.6pp | 73.5%-0.8pp | 82.8%-10.1pp |
| Annual return | -3.34% | 1312.34%-1315.7pp | 964.84%-968.2pp | 578.55%-581.9pp |
| Employer contribution / active EE | $1,270 | $3,132-59.5% | $2,839-55.3% | $4,876-74.0% |
| Participant deferral / active EE | $1,927 | $3,972-51.5% | $3,609-46.6% | $5,439-64.6% |
| Admin fee / account holder | $10,600 | $5,710+85.6% | $4,906+116.1% | $10,885-2.6% |