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 | $43,074 | $210,648-79.6% | $177,989-75.8% | $145,922-70.5% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | -86.52% | 385.86%-472.4pp | 294.48%-381.0pp | 561.29%-647.8pp |
| Employer contribution / active EE | $6,928 | $4,565+51.8% | $3,949+75.4% | $4,660+48.7% |
| Participant deferral / active EE | $5,597 | $6,958-19.6% | $6,276-10.8% | $6,688-16.3% |
| Admin fee / account holder | $40,296 | $12,013+235.4% | $10,363+288.8% | $13,397+200.8% |