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 | $83,105 | $180,449-53.9% | $154,107-46.1% | $135,375-38.6% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -10.36% | 888.09%-898.4pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $3,448 | $6,035-42.9% | $5,298-34.9% | $4,779-27.8% |
| Participant deferral / active EE | $8,272 | $5,806+42.5% | $5,081+62.8% | $5,609+47.5% |
| Admin fee / account holder | $8,028 | $16,143-50.3% | $13,411-40.1% | $10,827-25.8% |