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 | $34,503 | $180,449-80.9% | $154,107-77.6% | $135,375-74.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -10.67% | 888.09%-898.8pp | 735.12%-745.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,880 | $6,035-68.8% | $5,298-64.5% | $4,779-60.7% |
| Participant deferral / active EE | $5,358 | $5,806-7.7% | $5,081+5.5% | $5,609-4.5% |
| Admin fee / account holder | $579 | $16,143-96.4% | $13,411-95.7% | $10,827-94.7% |