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 | $99,987 | $202,318-50.6% | $172,739-42.1% | $152,861-34.6% |
| Participation rate | 73.3% | 87.1%-13.7pp | 82.6%-9.3pp | 82.4%-9.1pp |
| Annual return | -0.06% | 1029.65%-1029.7pp | 802.84%-802.9pp | 345.32%-345.4pp |
| Employer contribution / active EE | $2,346 | $5,856-59.9% | $5,143-54.4% | $4,762-50.7% |
| Participant deferral / active EE | $2,996 | $5,948-49.6% | $5,198-42.4% | $5,850-48.8% |
| Admin fee / account holder | $1,816 | $17,109-89.4% | $13,954-87.0% | $11,596-84.3% |