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 | $61,468 | $190,805-67.8% | $159,960-61.6% | $134,475-54.3% |
| Participation rate | 94.4% | 81.9%+12.5pp | 78.0%+16.5pp | 81.2%+13.2pp |
| Annual return | -24.75% | 552.23%-577.0pp | 408.60%-433.4pp | 417.96%-442.7pp |
| Employer contribution / active EE | $2,440 | $4,995-51.1% | $4,226-42.3% | $4,740-48.5% |
| Participant deferral / active EE | $5,397 | $6,923-22.0% | $6,182-12.7% | $6,400-15.7% |
| Admin fee / account holder | $591 | $10,471-94.4% | $8,698-93.2% | $11,426-94.8% |