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 | $44,931 | $97,757-54.0% | $83,848-46.4% | $135,375-66.8% |
| Participation rate | 70.6% | 80.0%-9.4pp | 76.1%-5.6pp | 82.6%-12.1pp |
| Annual return | -12.05% | 1287.37%-1299.4pp | 850.88%-862.9pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,172 | $4,222-48.6% | $3,631-40.2% | $4,779-54.5% |
| Participant deferral / active EE | $4,890 | $4,682+4.4% | $4,082+19.8% | $5,609-12.8% |
| Admin fee / account holder | $1,315 | $6,674-80.3% | $5,478-76.0% | $10,827-87.9% |