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 | $54,670 | $135,635-59.7% | $110,238-50.4% | $135,375-59.6% |
| Participation rate | 76.2% | 83.5%-7.3pp | 79.8%-3.6pp | 82.6%-6.5pp |
| Annual return | -10.13% | 513.19%-523.3pp | 314.74%-324.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $2,603 | $4,906-46.9% | $3,826-32.0% | $4,779-45.5% |
| Participant deferral / active EE | $5,290 | $5,506-3.9% | $4,672+13.2% | $5,609-5.7% |
| Admin fee / account holder | $3,049 | $11,457-73.4% | $8,547-64.3% | $10,827-71.8% |