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 | $112,582 | $180,449-37.6% | $154,107-26.9% | $135,375-16.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.07% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,711 | $6,035-71.7% | $5,298-67.7% | $4,779-64.2% |
| Participant deferral / active EE | $4,878 | $5,806-16.0% | $5,081-4.0% | $5,609-13.0% |
| Admin fee / account holder | $3,014 | $16,143-81.3% | $13,411-77.5% | $10,827-72.2% |