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 | $110,345 | $138,044-20.1% | $125,339-12.0% | $134,475-17.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.03% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $1,777 | $5,243-66.1% | $4,814-63.1% | $4,740-62.5% |
| Participant deferral / active EE | $7,138 | $7,799-8.5% | $7,446-4.1% | $6,400+11.5% |
| Admin fee / account holder | $3,163 | $11,571-72.7% | $10,010-68.4% | $11,426-72.3% |