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 | $103,772 | $168,632-38.5% | $147,614-29.7% | $125,391-17.2% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | -4.36% | 77.65%-82.0pp | 61.98%-66.3pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,701 | $6,252-56.8% | $5,564-51.5% | $4,866-44.5% |
| Participant deferral / active EE | $9,111 | $5,507+65.5% | $4,895+86.1% | $5,352+70.3% |
| Admin fee / account holder | $374 | $13,580-97.2% | $11,611-96.8% | $9,540-96.1% |