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 | $72,205 | $138,065-47.7% | $123,544-41.6% | $135,375-46.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -9.81% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $1,727 | $5,151-66.5% | $4,628-62.7% | $4,779-63.9% |
| Participant deferral / active EE | $8,053 | $6,799+18.4% | $6,426+25.3% | $5,609+43.6% |
| Admin fee / account holder | $586 | $10,916-94.6% | $9,284-93.7% | $10,827-94.6% |